MORRIS FINANCIAL CONCEPTS, INC.
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 1387386
MOUNT PLEASANT, SC
Position in BJ
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$233,051
-$1,680 QoQ
Shares Held
2,672
+12.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#431
of 632 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BJ Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026MORRIS FINANCIAL CONCEPTS, INC. holds $1,350,172 across 3 Discount Stores names. BJ ranks #3 (17.3% of the industry book) .
All Filings in BJ
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,051 | 2,672 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $234,731 | 2,385 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $216,252 | 2,402 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $227,343 | 2,438 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $247,469 | 2,295 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $261,859 | 2,295 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $203,896 | 2,282 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||