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Diversified Management’s BJs Wholesale Club BJ Stock Holding History

Diversified 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 		$1.23M Buy
+13,321
New +$1.24M 0.21% 97
2026
Q2 		– Sell
-9,212
Closed -$907K – 186
2026
Q1 		$907K Buy
+9,212
New +$889K 0.16% 134

Other funds holding BJ

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Diversified Management's BJ Position: Q3 2026 in Review

Diversified Management opened a new position in BJs Wholesale Club (BJ) in Q3 2026: 13,321 shares worth $1.23M. The stake represents 0.21% of the portfolio and ranks #97 among its holdings. This is a return to the name: Diversified Management previously reported a position in BJ as recently as Q1 2026.

Diversified Management first reported a position in BJ in Q1 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

  • Diversified Management held 13,321 shares of BJs Wholesale Club worth $1.23M as of Q3 2026.
  • BJs Wholesale Club was a new Diversified Management position in Q3 2026.
  • BJs Wholesale Club made up 0.21% of Diversified Management's portfolio in Q3 2026, its #97 holding.
  • Diversified Management first reported a position in BJs Wholesale Club in Q1 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.