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Ridgewood Investments’s BJs Wholesale Club BJ Stock Holding History

Ridgewood Investments’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
Q3 		$515K Hold
5,600
– – 0.19% 142
2026
Q2 		$488K Buy
5,600
+568
+11% +$52K 0.18% 146
2026
Q1 		$495K Buy
+5,032
New +$485K 0.2% 136
2025
Q3 		– Sell
-751
Closed -$81K – 246
2025
Q2 		$81K Hold
751
– – 0.04% 273
2025
Q1 		$85.7K Hold
751
– – 0.04% 257
2024
Q4 		$67.1K Hold
751
– – 0.03% 273
2024
Q3 		$61.9K Hold
751
– – 0.03% 287
2024
Q2 		$66K Buy
+751
New +$60.8K 0.03% 286

Other funds holding BJ

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ridgewood Investments's BJ Position: Q3 2026 in Review

Ridgewood Investments held its BJs Wholesale Club (BJ) position steady in Q3 2026 at 5,600 shares worth $515K. The position accounts for 0.19% of the portfolio, ranked #142.

Ridgewood Investments first reported a position in BJ in Q2 2024 and has held it in 8 quarters since. 24 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

  • Ridgewood Investments held 5,600 shares of BJs Wholesale Club worth $515K as of Q3 2026.
  • Ridgewood Investments left its BJs Wholesale Club share count unchanged in Q3 2026.
  • BJs Wholesale Club made up 0.19% of Ridgewood Investments's portfolio in Q3 2026, its #142 holding.
  • Ridgewood Investments first reported a position in BJs Wholesale Club in Q2 2024 and has held it in 8 quarters since.
  • 24 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.