New York Life Investment Management LLC

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

CIK 1133639 New York, NY

Position in BJ

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,492,159

-$88,072 QoQ

Shares Held

17,108

+6.6% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#250

of 632 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

New York Life Investment Management LLC holds $144,391,527 across 6 Discount Stores names. BJ ranks #6 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	610,654	$69,162,672
2	COST	Costco Wholesale Corp /New	61,800	$57,812,046
3	TGT	Target Corp	67,754	$8,849,349
4	DG	Dollar General Corp	32,956	$3,793,565
5	DLTR	Dollar Tree, Inc.	27,133	$3,281,736
6	BJ	BJ's Wholesale Club Holdings, Inc. This page	17,108	$1,492,159

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,492,159	17,108	+6.6%	Shares	Sole	2026-08-10
2026-03-31	$1,580,231	16,056	+36.5%	Shares	Sole	2026-05-07
2025-12-31	$1,058,752	11,760	-11.7%	Shares	Sole	2026-02-05
2025-09-30	$1,242,556	13,325	-2.9%	Shares	Sole	2025-11-06
2025-06-30	$1,478,996	13,716	-2.6%	Shares	Sole	2025-08-01
2025-03-31	$1,606,185	14,077	+0.8%	Shares	Sole	2025-05-08
2024-12-31	$1,248,040	13,968	-8.6%	Shares	Sole	2025-02-05
2024-09-30	$1,260,294	15,280	-5.4%	Shares	Sole	2024-11-07
2024-06-30	$1,419,143	16,156	+9.2%	Shares	Sole	2024-08-05
2024-03-31	$1,119,468	14,798	-2.3%	Shares	Sole	2024-05-06
2023-12-31	$1,009,232	15,140	+6.5%	Shares	Sole	2024-02-06
2023-09-30	$1,014,310	14,212	+112.3%	Shares	Sole	2023-11-08
2023-06-30	$421,725	6,693	—	Shares	Sole	2023-08-07
No filing history on record for this holder in this stock.