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Richards, Merrill & Peterson’s BJs Wholesale Club BJ Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-365
Closed -$41.6K – 227
2025
Q1 		$41.6K Hold
365
– – 0.02% 267
2024
Q4 		$32.6K Buy
+365
New +$33K 0.02% 282

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

Richards, Merrill & Peterson's BJ Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of BJs Wholesale Club (BJ) in Q2 2025, closing a stake of 365 shares — an estimated $41.6K sold.

Richards, Merrill & Peterson first reported a position in BJ in Q4 2024 and held it in 2 quarters. The position peaked at $41.6K in Q1 2025. 645 funds tracked by Wall St. Rank hold BJ as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining BJs Wholesale Club position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 365 BJs Wholesale Club shares in Q2 2025, an estimated $41.6K.
  • Richards, Merrill & Peterson first reported a position in BJs Wholesale Club in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's BJs Wholesale Club position peaked at $41.6K in Q1 2025.
  • 645 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.