BEACON INVESTMENT ADVISORS LLC
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 1961635
Gaithersburg, MD
Position in BJ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,585,397
-$196,103 QoQ
Shares Held
18,177
+0.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#248
of 632 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BJ Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026BEACON INVESTMENT ADVISORS LLC holds $11,030,495 across 3 Discount Stores names. BJ ranks #3 (14.4% of the industry book) .
All Filings in BJ
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,585,397 | 18,177 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,781,500 | 18,101 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||