Position in BJ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,999,776
+$1,688,882 QoQ
Shares Held
68,789
+57.0% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#137
of 632 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BJ Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Creative Planning holds $667,475,870 across 8 Discount Stores names. BJ ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
2,546,299 | $288,393,824 | |
| 2 | COST |
Costco Wholesale Corp /New
|
306,789 | $286,991,905 | |
| 3 | TGT |
Target Corp
|
387,556 | $50,618,688 | |
| 4 | DG |
Dollar General Corp
|
138,285 | $15,917,986 | |
| 5 | PSMT |
Pricesmart Inc
|
58,060 | $11,341,440 | |
| 6 | DLTR |
Dollar Tree, Inc.
|
54,275 | $6,564,560 | |
| 7 | BJ |
BJ's Wholesale Club Holdings, Inc.
This page
|
68,789 | $5,999,776 | |
| 8 | OLLI |
Ollie's Bargain Outlet Holdings, Inc.
|
21,432 | $1,647,691 |
All Filings in BJ
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,999,776 | 68,789 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,310,894 | 43,801 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,718,005 | 30,190 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,652,389 | 17,720 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,750,942 | 16,238 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,753,717 | 15,370 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,230,348 | 13,770 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,053,351 | 12,771 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $816,736 | 9,298 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $635,459 | 8,400 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $580,074 | 8,702 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $586,875 | 8,223 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $303,456 | 4,816 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $576,610 | 7,580 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $351,044 | 5,306 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $544,181 | 7,474 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $272,026 | 4,365 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||