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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avity Investment Management's BJ Position: Q2 2026 in Review

Avity Investment Management increased its BJs Wholesale Club (BJ) stake by 34% in Q2 2026, buying an estimated $2.54M and bringing the position to 110,040 shares worth $9.6M. The position accounts for 0.61% of the portfolio, ranked #40.

Avity Investment Management first reported a position in BJ in Q1 2026 and has held it in 2 quarters since. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Avity Investment Management held 110,040 shares of BJs Wholesale Club worth $9.6M as of Q2 2026.
  • Avity Investment Management bought 27,698 BJs Wholesale Club shares in Q2 2026, an estimated $2.54M.
  • BJs Wholesale Club made up 0.61% of Avity Investment Management's portfolio in Q2 2026, its #40 holding.
  • Avity Investment Management first reported a position in BJs Wholesale Club in Q1 2026 and has held it in 2 quarters since.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.