Cornerstone Planning Group LLC
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 1822587
FAIRFIELD, NJ
Position in BJ
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,541
+$5,754 QoQ
Shares Held
75
+837.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#543
of 636 holders
Holding Since
Dec 2022
9 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, 2026Cornerstone Planning Group LLC holds $549,492 across 7 Discount Stores names. BJ ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
2,528 | $286,321 | |
| 2 | COST |
Costco Wholesale Corp /New
|
188 | $175,868 | |
| 3 | PSMT |
Pricesmart Inc
|
195 | $38,091 | |
| 4 | TGT |
Target Corp
|
172 | $22,464 | |
| 5 | DG |
Dollar General Corp
|
102 | $11,741 | |
| 6 | DLTR |
Dollar Tree, Inc.
|
70 | $8,466 | |
| 7 | BJ |
BJ's Wholesale Club Holdings, Inc.
This page
|
75 | $6,541 |
All Filings in BJ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,541 | 75 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $787 | 8 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $720 | 8 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $186 | 2 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $323 | 3 | Shares | Sole | 2025-08-11 | |
| 2023-12-31 | $2,133 | 32 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,283 | 32 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,016 | 32 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $2,117 | 32 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||