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Isthmus Partners’s BJs Wholesale Club BJ Stock Holding History

Isthmus Partners’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
Q3 		– Sell
-6,735
Closed -$726K – 187
2025
Q2 		$726K Hold
6,735
– – 0.08% 128
2025
Q1 		$768K Hold
6,735
– – 0.1% 123
2024
Q4 		$602K Hold
6,735
– – 0.07% 128
2024
Q3 		$556K Hold
6,735
– – 0.07% 129
2024
Q2 		$592K Hold
6,735
– – 0.07% 126
2024
Q1 		$510K Hold
6,735
– – 0.06% 139
2023
Q4 		$449K Hold
6,735
– – 0.06% 142
2023
Q3 		$481K Hold
6,735
– – 0.07% 132
2023
Q2 		$424K Hold
6,735
– – 0.06% 141
2023
Q1 		$512K Sell
6,735
-575
-8% -$41.8K 0.07% 129
2022
Q4 		$484K Hold
7,310
– – 0.07% 130
2022
Q3 		$532K Buy
+7,310
New +$524K 0.09% 122

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Isthmus Partners's BJ Position: Q3 2025 in Review

Isthmus Partners sold out of BJs Wholesale Club (BJ) in Q3 2025, closing a stake of 6,735 shares — an estimated $726K sold.

Isthmus Partners first reported a position in BJ in Q3 2022 and held it in 12 quarters. The position peaked at $768K in Q1 2025. 606 funds tracked by Wall St. Rank hold BJ as of Q3 2025.

  • Isthmus Partners reported no remaining BJs Wholesale Club position as of Q3 2025 after selling out during the quarter.
  • Isthmus Partners sold 6,735 BJs Wholesale Club shares in Q3 2025, an estimated $726K.
  • Isthmus Partners first reported a position in BJs Wholesale Club in Q3 2022 and held it in 12 quarters.
  • Isthmus Partners's BJs Wholesale Club position peaked at $768K in Q1 2025.
  • 606 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2025.

Based on Isthmus Partners's 13F filing for Q3 2025, filed 10 Nov 2025.