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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
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

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

Ridgewood Investments's BJ Position: Q2 2026 in Review

Ridgewood Investments increased its BJs Wholesale Club (BJ) stake by 11% in Q2 2026, buying an estimated $52K and bringing the position to 5,600 shares worth $488K. The position accounts for 0.18% of the portfolio, ranked #146.

Ridgewood Investments first reported a position in BJ in Q2 2024 and has held it in 7 quarters since. The position peaked at $495K in Q1 2026. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Ridgewood Investments held 5,600 shares of BJs Wholesale Club worth $488K as of Q2 2026.
  • Ridgewood Investments bought 568 BJs Wholesale Club shares in Q2 2026, an estimated $52K.
  • BJs Wholesale Club made up 0.18% of Ridgewood Investments's portfolio in Q2 2026, its #146 holding.
  • Ridgewood Investments first reported a position in BJs Wholesale Club in Q2 2024 and has held it in 7 quarters since.
  • Ridgewood Investments's BJs Wholesale Club position peaked at $495K in Q1 2026.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.