CWM
BJ icon

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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's BJ Position: Q2 2025 in Review

Congress Wealth Management increased its BJs Wholesale Club (BJ) stake by 4.5% in Q2 2025, buying an estimated $297K and bringing the position to 59,900 shares worth $6.46M. The position accounts for 0.06% of the portfolio, ranked #335.

Congress Wealth Management first reported a position in BJ in Q4 2021 and has held it in 15 quarters since. The position peaked at $13.1M in Q1 2024. 645 funds tracked by Wall St. Rank hold BJ as of Q2 2025.

  • Congress Wealth Management held 59,900 shares of BJs Wholesale Club worth $6.46M as of Q2 2025.
  • Congress Wealth Management bought 2,604 BJs Wholesale Club shares in Q2 2025, an estimated $297K.
  • BJs Wholesale Club made up 0.06% of Congress Wealth Management's portfolio in Q2 2025, its #335 holding.
  • Congress Wealth Management first reported a position in BJs Wholesale Club in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's BJs Wholesale Club position peaked at $13.1M in Q1 2024.
  • 645 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.