Position in BJ
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$974,554
+$618,126 QoQ
Shares Held
9,902
+150.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in BJ Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Mar 31, 2026CWM, LLC holds $292,964,929 across 9 Discount Stores names. BJ ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
1,417,724 | $176,194,738 | |
| 2 | COST |
Costco Wholesale Corp /New
|
80,747 | $80,458,733 | |
| 3 | DG |
Dollar General Corp
|
150,429 | $17,860,435 | |
| 4 | TGT |
Target Corp
|
104,299 | $12,641,038 | |
| 5 | DLTR |
Dollar Tree, Inc.
|
24,415 | $2,673,686 | |
| 6 | OLLI |
Ollie's Bargain Outlet Holdings, Inc.
|
19,695 | $1,812,727 | |
| 7 | BJ |
BJ's Wholesale Club Holdings, Inc.
This page
|
9,902 | $974,554 | |
| 8 | PSMT |
Pricesmart Inc
|
2,175 | $327,337 |
All Filings in BJ
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $974,554 | 9,902 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $356,428 | 3,959 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $448,159 | 4,806 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,471,894 | 22,924 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,153,295 | 18,872 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $557,186 | 6,236 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $174,362 | 2,114 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $163,645 | 1,863 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $131,252 | 1,735 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $72,992 | 1,095 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $74,153 | 1,039 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $57,843 | 918 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $72,190 | 949 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $56,368 | 852 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $113,510 | 1,559 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $92,233 | 1,480 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $103,646 | 1,533 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $77,484 | 1,157 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $63,424 | 1,333 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $59,798 | 1,333 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $49,694 | 1,333 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $55,386 | 1,333 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $49,680 | 1,333 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $33,951 | 1,333 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||