Congress Asset Management
BJ icon

Congress Asset Management’s BJs Wholesale Club BJ Stock Holding History

Congress Asset 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 		$33.7M Buy
365,865
+15,378
+4% +$1.43M 0.22% 116
2026
Q2 		$30.6M Sell
350,487
-18,623
-5% -$1.7M 0.19% 130
2026
Q1 		$36.3M Buy
369,110
+24,964
+7% +$2.41M 0.26% 108
2025
Q4 		$31M Buy
344,146
+41,817
+14% +$3.84M 0.22% 123
2025
Q3 		$28.2M Buy
302,329
+33,700
+13% +$3.44M 0.19% 130
2025
Q2 		$29M Buy
268,629
+14,406
+6% +$1.64M 0.2% 121
2025
Q1 		$29M Buy
254,223
+35,266
+16% +$3.63M 0.22% 120
2024
Q4 		$19.6M Buy
218,957
+33,886
+18% +$3.06M 0.13% 136
2024
Q3 		$15.3M Buy
185,071
+16,157
+10% +$1.37M 0.1% 153
2024
Q2 		$14.8M Sell
168,914
-68,063
-29% -$5.51M 0.11% 148
2024
Q1 		$17.9M Sell
236,977
-1,158,681
-83% -$80.8M 0.13% 129
2023
Q4 		$93M Sell
1,395,658
-104,445
-7% -$7.07M 0.73% 62
2023
Q3 		$107M Buy
1,500,103
+221,914
+17% +$14.9M 0.95% 41
2023
Q2 		$80.5M Sell
1,278,189
-60,970
-5% -$4.22M 0.7% 68
2023
Q1 		$102M Buy
1,339,159
+1,285,982
+2,418% +$93.4M 0.95% 42
2022
Q4 		$3.52M Buy
53,177
+8,908
+20% +$645K 0.04% 238
2022
Q3 		$3.22M Buy
44,269
+6,349
+17% +$455K 0.03% 233
2022
Q2 		$2.36M Buy
37,920
+570
+2% +$35.8K 0.02% 264
2022
Q1 		$2.52M Buy
37,350
+845
+2% +$53K 0.02% 266
2021
Q4 		$2.44M Buy
36,505
+500
+1% +$31.2K 0.02% 264
2021
Q3 		$1.98M Buy
36,005
+392
+1% +$20.9K 0.02% 263
2021
Q2 		$1.69M Buy
35,613
+25
+0.1% +$1.14K 0.01% 279
2021
Q1 		$1.6M Buy
35,588
+7,718
+28% +$324K 0.01% 275
2020
Q4 		$1.04M Buy
27,870
+4,746
+21% +$190K 0.01% 278
2020
Q3 		$961K Buy
+23,124
New +$956K 0.01% 262

Other funds holding BJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Congress Asset Management's BJ Position: Q3 2026 in Review

Congress Asset Management increased its BJs Wholesale Club (BJ) stake by 4.4% in Q3 2026, buying an estimated $1.43M and bringing the position to 365,865 shares worth $33.7M. The position accounts for 0.22% of the portfolio, ranked #116.

Congress Asset Management first reported a position in BJ in Q3 2020 and has held it in 25 quarters since. The position peaked at $107M in Q3 2023. 370 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

  • Congress Asset Management held 365,865 shares of BJs Wholesale Club worth $33.7M as of Q3 2026.
  • Congress Asset Management bought 15,378 BJs Wholesale Club shares in Q3 2026, an estimated $1.43M.
  • BJs Wholesale Club made up 0.22% of Congress Asset Management's portfolio in Q3 2026, its #116 holding.
  • Congress Asset Management first reported a position in BJs Wholesale Club in Q3 2020 and has held it in 25 quarters since.
  • Congress Asset Management's BJs Wholesale Club position peaked at $107M in Q3 2023.
  • 370 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.