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Retirement Planning Company of New England’s BJs Wholesale Club BJ Stock Holding History

Retirement Planning Company of New England’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 		$378K Sell
4,332
-40
-0.9% -$3.66K 0.14% 169
2026
Q1 		$430K Buy
4,372
+106
+2% +$10.2K 0.18% 146
2025
Q4 		$384K Sell
4,266
-177
-4% -$16.2K 0.15% 158
2025
Q3 		$414K Buy
4,443
+794
+22% +$81.2K 0.17% 157
2025
Q2 		$393K Buy
3,649
+42
+1% +$4.79K 0.18% 153
2025
Q1 		$412K Sell
3,607
-602
-14% -$62K 0.2% 139
2024
Q4 		$376K Sell
4,209
-455
-10% -$41.1K 0.18% 142
2024
Q3 		$385K Buy
4,664
+1,351
+41% +$114K 0.19% 144
2024
Q2 		$291K Sell
3,313
-1,230
-27% -$99.6K 0.16% 161
2024
Q1 		$344K Sell
4,543
-77
-2% -$5.37K 0.19% 147
2023
Q4 		$308K Buy
4,620
+676
+17% +$45.7K 0.14% 168
2023
Q3 		$281K Sell
3,944
-862
-18% -$58K 0.16% 140
2023
Q2 		$303K Buy
4,806
+1,215
+34% +$84K 0.17% 156
2023
Q1 		$273K Sell
3,591
-178
-5% -$12.9K 0.17% 167
2022
Q4 		$249K Buy
3,769
+330
+10% +$23.9K 0.16% 175
2022
Q3 		$250K Sell
3,439
-1,212
-26% -$86.9K 0.18% 164
2022
Q2 		$289K Buy
4,651
+33
+0.7% +$2.07K 0.2% 150
2022
Q1 		$312K Buy
4,618
+1,347
+41% +$84.6K 0.18% 162
2021
Q4 		$219K Buy
+3,271
New +$204K 0.11% 200

Other funds holding BJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Retirement Planning Company of New England's BJ Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its BJs Wholesale Club (BJ) stake by 0.91% in Q2 2026, selling an estimated $3.66K and leaving 4,332 shares worth $378K. The position accounts for 0.14% of the portfolio, ranked #169.

Retirement Planning Company of New England first reported a position in BJ in Q4 2021 and has held it in 19 quarters since. The position peaked at $430K in Q1 2026. 419 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Retirement Planning Company of New England held 4,332 shares of BJs Wholesale Club worth $378K as of Q2 2026.
  • Retirement Planning Company of New England sold 40 BJs Wholesale Club shares in Q2 2026, an estimated $3.66K.
  • BJs Wholesale Club made up 0.14% of Retirement Planning Company of New England's portfolio in Q2 2026, its #169 holding.
  • Retirement Planning Company of New England first reported a position in BJs Wholesale Club in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's BJs Wholesale Club position peaked at $430K in Q1 2026.
  • 419 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.