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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
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% +$1.15K 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

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

Congress Asset Management's BJ Position: Q2 2026 in Review

Congress Asset Management reduced its BJs Wholesale Club (BJ) stake by 5% in Q2 2026, selling an estimated $1.7M and leaving 350,487 shares worth $30.6M. The position accounts for 0.19% of the portfolio, ranked #130.

Congress Asset Management first reported a position in BJ in Q3 2020 and has held it in 24 quarters since. The position peaked at $107M in Q3 2023. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Congress Asset Management held 350,487 shares of BJs Wholesale Club worth $30.6M as of Q2 2026.
  • Congress Asset Management sold 18,623 BJs Wholesale Club shares in Q2 2026, an estimated $1.7M.
  • BJs Wholesale Club made up 0.19% of Congress Asset Management's portfolio in Q2 2026, its #130 holding.
  • Congress Asset Management first reported a position in BJs Wholesale Club in Q3 2020 and has held it in 24 quarters since.
  • Congress Asset Management's BJs Wholesale Club position peaked at $107M in Q3 2023.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.