Massachusetts Financial Services
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Massachusetts Financial Services’s BJs Wholesale Club BJ Stock Holding History

Massachusetts Financial Services’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 		$227M Sell
2,596,063
-712,950
-22% -$65.3M 0.07% 247
2026
Q1 		$332M Sell
3,309,013
-146,990
-4% -$14.2M 0.11% 181
2025
Q4 		$311M Sell
3,456,003
-1,335,599
-28% -$123M 0.1% 194
2025
Q3 		$447M Buy
4,791,602
+1,152,591
+32% +$118M 0.14% 153
2025
Q2 		$392M Buy
3,639,011
+410,326
+13% +$46.7M 0.12% 174
2025
Q1 		$368M Buy
3,228,685
+741,782
+30% +$76.4M 0.12% 177
2024
Q4 		$222M Buy
2,486,903
+99,311
+4% +$8.98M 0.07% 255
2024
Q3 		$197M Buy
2,387,592
+896,263
+60% +$75.8M 0.06% 282
2024
Q2 		$131M Sell
1,491,329
-14,994
-1% -$1.21M 0.04% 339
2024
Q1 		$114M Buy
1,506,323
+741,341
+97% +$51.7M 0.03% 362
2023
Q4 		$51M Buy
+764,982
New +$51.8M 0.02% 446
2021
Q1 		– Sell
-1,024,784
Closed -$38.2M – 918
2020
Q4 		$38.2M Buy
1,024,784
+16,174
+2% +$646K 0.01% 517
2020
Q3 		$41.9M Sell
1,008,610
-1,074,424
-52% -$44.4M 0.02% 451
2020
Q2 		$77.6M Sell
2,083,034
-163,398
-7% -$5.02M 0.03% 355
2020
Q1 		$57.2M Sell
2,246,432
-1,175,923
-34% -$26.4M 0.03% 359
2019
Q4 		$77.8M Buy
3,422,355
+665,883
+24% +$16.5M 0.03% 367
2019
Q3 		$71.3M Buy
2,756,472
+207,022
+8% +$5.15M 0.03% 368
2019
Q2 		$67.3M Buy
2,549,450
+310,354
+14% +$8.25M 0.03% 369
2019
Q1 		$61.4M Buy
2,239,096
+249,928
+13% +$6.38M 0.03% 364
2018
Q4 		$44.1M Buy
1,989,168
+217,610
+12% +$5M 0.02% 384
2018
Q3 		$47.4M Sell
1,771,558
-170,569
-9% -$4.56M 0.02% 411
2018
Q2 		$45.9M Buy
+1,942,127
New +$44.3M 0.02% 407

Other funds holding BJ

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services's BJ Position: Q2 2026 in Review

Massachusetts Financial Services reduced its BJs Wholesale Club (BJ) stake by 22% in Q2 2026, selling an estimated $65.3M and leaving 2,596,063 shares worth $227M. The position accounts for 0.07% of the portfolio, ranked #247.

Massachusetts Financial Services first reported a position in BJ in Q2 2018 and has held it in 22 quarters since. The position peaked at $447M in Q3 2025. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Massachusetts Financial Services held 2,596,063 shares of BJs Wholesale Club worth $227M as of Q2 2026.
  • Massachusetts Financial Services sold 712,950 BJs Wholesale Club shares in Q2 2026, an estimated $65.3M.
  • BJs Wholesale Club made up 0.07% of Massachusetts Financial Services's portfolio in Q2 2026, its #247 holding.
  • Massachusetts Financial Services first reported a position in BJs Wholesale Club in Q2 2018 and has held it in 22 quarters since.
  • Massachusetts Financial Services's BJs Wholesale Club position peaked at $447M in Q3 2025.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.