SIMON QUICK ADVISORS, LLC
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 1692038
MORRISTOWN, NJ
Position in BJ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,858,286
-$306,113 QoQ
Shares Held
32,771
+1.9% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#193
of 632 holders
Holding Since
Mar 2024
10 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, 2026SIMON QUICK ADVISORS, LLC holds $9,024,233 across 3 Discount Stores names. BJ ranks #2 (31.7% of the industry book) .
All Filings in BJ
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,858,286 | 32,771 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,164,399 | 32,152 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,927,865 | 32,521 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,731,479 | 29,292 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,128,687 | 29,015 | Shares | Sole | 2025-10-08 | |
| 2025-03-31 | $3,225,378 | 28,268 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,321,581 | 25,983 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,142,665 | 25,978 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,108,511 | 24,004 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,263,895 | 82,801 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||