MORGAN STANLEY

Position in BJ — BJ's Wholesale Club Holdings, Inc.

CIK 895421 NEW YORK, NY

Back to BJ Full portfolio

Position in BJ

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$206,655,660

-$131,152,184 QoQ

Shares Held

2,369,361

-31.0% QoQ

Ownership

1.88%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#16

of 637 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Common Shares in BJ Over Time

Shares Held

Position Value (USD)

Position in Discount Stores

Consumer Defensive · as of Jun 30, 2026

MORGAN STANLEY holds $21,822,391,668 across 9 Discount Stores names. BJ ranks #6 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	88,318,921	$10,003,000,981
2	COST	Costco Wholesale Corp /New	10,220,437	$9,560,912,189
3	TGT	Target Corp	6,862,571	$896,320,391
4	DG	Dollar General Corp	3,907,161	$449,753,293
5	DLTR	Dollar Tree, Inc.	2,820,390	$341,126,165
6	BJ	BJ's Wholesale Club Holdings, Inc. This page	2,369,361	$206,655,660
7	TBBB	Bbb Foods Inc	3,977,125	$165,726,793
8	PSMT	Pricesmart Inc	774,749	$151,339,466

All Filings in BJ

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24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$206,655,660	2,369,361	-31.0%	Shares	Defined	2026-08-13
2026-03-31	$337,807,844	3,432,309	+11.6%	Shares	Defined	2026-05-15
2025-12-31	$276,982,421	3,076,557	-20.5%	Shares	Defined	2026-05-27
2025-09-30	$360,708,153	3,868,184	+24.3%	Shares	Defined	2026-05-27
2025-06-30	$335,507,538	3,111,449	-13.6%	Shares	Defined	2025-08-15
2025-03-31	$410,895,202	3,601,185	-28.5%	Shares	Defined	2025-05-15
2024-12-31	$449,879,657	5,035,027	+0.1%	Shares	Defined	2025-05-15
2024-09-30	$414,693,101	5,027,802	-0.1%	Shares	Defined	2025-05-14
2024-06-30	$441,877,532	5,030,482	+77.3%	Shares	Defined	2025-05-14
2024-03-31	$214,646,200	2,837,359	-20.1%	Shares	Defined	2024-10-17
2023-12-31	$236,780,980	3,552,070	-9.9%	Shares	Defined	2024-08-16
2023-09-30	$281,229,269	3,940,441	+10.3%	Shares	Defined	2023-11-15
2023-06-30	$225,016,517	3,571,124	+44.0%	Shares	Defined	2023-08-14
2023-03-31	$188,690,867	2,480,490	-5.2%	Shares	Defined	2023-05-15
2022-12-31	$173,070,516	2,615,939	+180.8%	Shares	Defined	2023-02-14
2022-09-30	$67,841,804	931,765	-4.3%	Shares	Defined	2022-11-14
2021-12-31	$65,184,442	973,338	+43.3%	Shares	Defined	2022-02-14
2021-09-30	$37,307,207	679,301	-36.0%	Shares	Defined	2021-11-15
2021-06-30	$50,497,556	1,061,319	+679.9%	Shares	Defined	2021-08-23
2021-03-31	$6,104,591	136,081	-45.9%	Shares	Defined	2021-05-17
2020-12-31	$9,385,313	251,752	+20.9%	Shares	Defined	2021-02-16
2020-09-30	$8,655,237	208,309	-43.2%	Shares	Defined	2020-11-13
2020-06-30	$13,673,393	366,874	+284.1%	Shares	Defined	2020-08-14
2020-03-31	$2,432,868	95,519	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.