CWM
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Congress Wealth Management’s BJs Wholesale Club BJ Stock Holding History

Congress Wealth 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
2025
Q2 		$6.46M Buy
59,900
+2,604
+5% +$297K 0.06% 335
2025
Q1 		$6.54M Buy
57,296
+12,386
+28% +$1.28M 0.08% 281
2024
Q4 		$4.01M Buy
44,910
+3,320
+8% +$300K 0.06% 313
2024
Q3 		$3.43M Sell
41,590
-7,116
-15% -$602K 0.05% 347
2024
Q2 		$4.28M Sell
48,706
-124,200
-72% -$10.1M 0.07% 263
2024
Q1 		$13.1M Buy
172,906
+28,152
+19% +$1.96M 0.23% 134
2023
Q4 		$9.65M Sell
144,754
-23,732
-14% -$1.61M 0.18% 161
2023
Q3 		$12M Buy
168,486
+4,204
+3% +$283K 0.25% 114
2023
Q2 		$10.4M Buy
164,282
+3,409
+2% +$236K 0.24% 133
2023
Q1 		$12.2M Buy
160,873
+135,341
+530% +$9.83M 0.3% 96
2022
Q4 		$1.69M Buy
25,532
+2,765
+12% +$200K 0.04% 281
2022
Q3 		$1.66M Buy
22,767
+2,685
+13% +$192K 0.04% 288
2022
Q2 		$1.25M Sell
20,082
-95
-0.5% -$5.97K 0.03% 315
2022
Q1 		$1.36M Buy
20,177
+666
+3% +$41.8K 0.03% 320
2021
Q4 		$1.31M Buy
+19,511
New +$1.22M 0.03% 344

Other funds holding BJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return