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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
Q2 		$777K Sell
8,908
-4,179
-32% -$383K 0.12% 180
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 $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

Patten Group's BJ Position: Q2 2026 in Review

Patten Group reduced its BJs Wholesale Club (BJ) stake by 32% in Q2 2026, selling an estimated $383K and leaving 8,908 shares worth $777K. The position accounts for 0.12% of the portfolio, ranked #180.

Patten Group first reported a position in BJ in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.29M in Q1 2026. 638 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Patten Group held 8,908 shares of BJs Wholesale Club worth $777K as of Q2 2026.
  • Patten Group sold 4,179 BJs Wholesale Club shares in Q2 2026, an estimated $383K.
  • BJs Wholesale Club made up 0.12% of Patten Group's portfolio in Q2 2026, its #180 holding.
  • Patten Group first reported a position in BJs Wholesale Club in Q4 2021 and has held it in 17 quarters since.
  • Patten Group's BJs Wholesale Club position peaked at $1.29M in Q1 2026.
  • 638 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.