Crestwood Advisors Group’s BJs Wholesale Club BJ Stock Holding History

Crestwood Advisors Group’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	$260K	Sell	2,976 -2,019	-40%	-$185K	﹤0.01%	741
2026 Q1	$492K	Sell	4,995 -3,216	-39%	-$310K	0.01%	426
2025 Q4	$739K	Sell	8,211 -5,350	-39%	-$491K	0.01%	318
2025 Q3	$1.26M	Sell	13,561 -1,487	-10%	-$152K	0.02%	265
2025 Q2	$1.62M	Sell	15,048 -883	-6%	-$101K	0.03%	228
2025 Q1	$1.82M	Buy	+15,931	New	+$1.64M	0.03%	209

Other funds holding BJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Crestwood Advisors Group's BJ Position: Q2 2026 in Review

Crestwood Advisors Group reduced its BJs Wholesale Club (BJ) stake by 40% in Q2 2026, selling an estimated $185K and leaving 2,976 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Crestwood Advisors Group first reported a position in BJ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.82M in Q1 2025. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Crestwood Advisors Group held 2,976 shares of BJs Wholesale Club worth $260K as of Q2 2026.
Crestwood Advisors Group sold 2,019 BJs Wholesale Club shares in Q2 2026, an estimated $185K.
BJs Wholesale Club made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #741 holding.
Crestwood Advisors Group first reported a position in BJs Wholesale Club in Q1 2025 and has held it in 6 quarters since.
Crestwood Advisors Group's BJs Wholesale Club position peaked at $1.82M in Q1 2025.
637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.