ZACKS INVESTMENT MANAGEMENT

Position in BJ — BJ's Wholesale Club Holdings, Inc.

CIK 1086483 Chicago, IL

Position in BJ

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$11,996,762

-$1,390,030 QoQ

Shares Held

137,546

+1.1% QoQ

Ownership

0.108%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#99

of 632 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

ZACKS INVESTMENT MANAGEMENT holds $301,766,984 across 4 Discount Stores names. BJ ranks #4 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	2,092,745	$237,024,298
2	COST	Costco Wholesale Corp /New	41,881	$39,178,419
3	TGT	Target Corp	103,878	$13,567,505
4	BJ	BJ's Wholesale Club Holdings, Inc. This page	137,546	$11,996,762

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,996,762	137,546	+1.1%	Shares	Sole	2026-08-13
2026-03-31	$13,386,792	136,017	+2.8%	Shares	Sole	2026-05-14
2025-12-31	$11,908,808	132,276	-2.3%	Shares	Sole	2026-02-17
2025-09-30	$12,624,185	135,380	+1.3%	Shares	Sole	2025-11-14
2025-06-30	$14,413,420	133,668	+20.5%	Shares	Sole	2025-08-12
2025-03-31	$12,662,019	110,973	+2.7%	Shares	Sole	2025-05-14
2024-12-31	$9,653,016	108,036	-8.5%	Shares	Sole	2025-02-13
2024-09-30	$9,734,289	118,020	+6.4%	Shares	Sole	2024-11-14
2024-06-30	$9,742,597	110,913	+7.0%	Shares	Sole	2024-08-14
2024-03-31	$7,838,399	103,614	-49.6%	Shares	Sole	2024-05-15
2023-12-31	$13,702,962	205,565	-1.4%	Shares	Sole	2024-02-14
2023-09-30	$14,885,498	208,568	+0.3%	Shares	Sole	2023-11-14
2023-06-30	$13,102,488	207,943	-16.3%	Shares	Sole	2023-08-15
2023-03-31	$18,904,688	248,517	+51.3%	Shares	Sole	2023-05-15
2022-12-31	$10,863,538	164,201	-43.2%	Shares	Sole	2023-02-14
2022-09-30	$21,049,006	289,095	+17.6%	Shares	Sole	2022-11-14
2022-06-30	$15,313,893	245,730	+4.6%	Shares	Sole	2022-08-15
2022-03-31	$15,875,909	234,816	+4.7%	Shares	Sole	2022-05-13
2021-12-31	$15,023,179	224,327	+7.8%	Shares	Sole	2022-02-15
2021-09-30	$11,427,149	208,069	+54.3%	Shares	Sole	2021-11-15
2021-06-30	$6,416,163	134,850	-0.6%	Shares	Sole	2021-08-16
2021-03-31	$6,087,008	135,689	+4.1%	Shares	Sole	2021-05-17
2020-12-31	$4,860,044	130,366	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.