MERCER GLOBAL ADVISORS INC /ADV
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 853758
DENVER, CO
Position in BJ
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$4,188,740
+$2,891,762 QoQ
Shares Held
48,025
+264.4% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#165
of 632 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in BJ Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $424,576,086 across 7 Discount Stores names. BJ ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
1,980,005 | $224,255,366 | |
| 2 | COST |
Costco Wholesale Corp /New
|
171,725 | $160,643,585 | |
| 3 | TGT |
Target Corp
|
161,399 | $21,080,323 | |
| 4 | DG |
Dollar General Corp
|
84,187 | $9,690,765 | |
| 5 | BJ |
BJ's Wholesale Club Holdings, Inc.
This page
|
48,025 | $4,188,740 | |
| 6 | DLTR |
Dollar Tree, Inc.
|
34,459 | $4,167,816 | |
| 7 | PSMT |
Pricesmart Inc
|
2,813 | $549,491 |
All Filings in BJ
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,188,740 | 48,025 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,296,978 | 13,178 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $643,354 | 7,146 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $672,332 | 7,210 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,274,874 | 11,823 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,023,591 | 8,971 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $677,451 | 7,582 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $546,265 | 6,623 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $451,497 | 5,140 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $409,947 | 5,419 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $380,028 | 5,701 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $481,247 | 6,743 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $451,844 | 7,171 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $544,280 | 7,155 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $549,260 | 8,302 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $520,373 | 7,147 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $537,696 | 8,628 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $440,884 | 6,521 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||