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Patten Group’s BJs Wholesale Club BJ Stock Holding History

Patten 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
Q1 		$1.29M Buy
13,087
+817
+7% +$78.8K 0.22% 122
2025
Q4 		$1.1M Buy
12,270
+5,383
+78% +$494K 0.2% 132
2025
Q3 		$642K Buy
6,887
+4,343
+171% +$444K 0.13% 160
2025
Q2 		$274K Sell
2,544
-444
-15% -$50.6K 0.06% 235
2025
Q1 		$341K Buy
2,988
+265
+10% +$27.3K 0.08% 214
2024
Q4 		$243K Buy
+2,723
New +$246K 0.05% 240
2024
Q3 		– Sell
-2,362
Closed -$207K – 244
2024
Q2 		$207K Buy
+2,362
New +$191K 0.05% 242
2024
Q1 		– Sell
-4,558
Closed -$304K – 242
2023
Q4 		$304K Sell
4,558
-539
-11% -$36.5K 0.08% 200
2023
Q3 		$364K Sell
5,097
-54
-1% -$3.63K 0.11% 176
2023
Q2 		$325K Sell
5,151
-29
-0.6% -$2.01K 0.05% 193
2023
Q1 		$394K Buy
5,180
+995
+24% +$72.3K 0.12% 175
2022
Q4 		$277K Buy
4,185
+611
+17% +$44.3K 0.09% 207
2022
Q3 		$251K Buy
3,574
+502
+16% +$36K 0.09% 211
2022
Q2 		$206K Buy
3,072
+39
+1% +$2.45K 0.07% 236
2022
Q1 		$205K Sell
3,033
-40
-1% -$2.51K 0.06% 254
2021
Q4 		$206K Buy
+3,073
New +$192K 0.05% 254

Other funds holding BJ

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Patten Group's BJ Position: Q1 2026 in Review

Patten Group increased its BJs Wholesale Club (BJ) stake by 6.7% in Q1 2026, buying an estimated $78.8K and bringing the position to 13,087 shares worth $1.29M. The position accounts for 0.22% of the portfolio, ranked #122.

Patten Group first reported a position in BJ in Q4 2021 and has held it in 16 quarters since. 625 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • Patten Group held 13,087 shares of BJs Wholesale Club worth $1.29M as of Q1 2026.
  • Patten Group bought 817 BJs Wholesale Club shares in Q1 2026, an estimated $78.8K.
  • BJs Wholesale Club made up 0.22% of Patten Group's portfolio in Q1 2026, its #122 holding.
  • Patten Group first reported a position in BJs Wholesale Club in Q4 2021 and has held it in 16 quarters since.
  • 625 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.