AIM
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Avity Investment Management’s BJs Wholesale Club BJ Stock Holding History

Avity Investment Management’s Portfolio BJ Stock Details BJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.7M Buy
127,510
+17,470
+16% +$1.62M 0.73% 36
2026
Q2 		$9.6M Buy
110,040
+27,698
+34% +$2.54M 0.61% 40
2026
Q1 		$8.1M Buy
+82,342
New +$7.94M 0.59% 40

Other funds holding BJ

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avity Investment Management's BJ Position: Q3 2026 in Review

Avity Investment Management increased its BJs Wholesale Club (BJ) stake by 16% in Q3 2026, buying an estimated $1.62M and bringing the position to 127,510 shares worth $11.7M. The position accounts for 0.73% of the portfolio, ranked #36.

Avity Investment Management first reported a position in BJ in Q1 2026 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

  • Avity Investment Management held 127,510 shares of BJs Wholesale Club worth $11.7M as of Q3 2026.
  • Avity Investment Management bought 17,470 BJs Wholesale Club shares in Q3 2026, an estimated $1.62M.
  • BJs Wholesale Club made up 0.73% of Avity Investment Management's portfolio in Q3 2026, its #36 holding.
  • Avity Investment Management first reported a position in BJs Wholesale Club in Q1 2026 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Avity Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.