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Walter Public Investments’s BJs Wholesale Club BJ Stock Holding History

Walter Public 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 		$7.36M Sell
84,348
-96,083
-53% -$8.8M 1.77% 25
2026
Q1 		$17.8M Sell
180,431
-75,039
-29% -$7.24M 4.25% 4
2025
Q4 		$23M Sell
255,470
-18,312
-7% -$1.68M 4.07% 6
2025
Q3 		$25.5M Buy
273,782
+5,645
+2% +$577K 4.2% 6
2025
Q2 		$28.9M Buy
268,137
+9,386
+4% +$1.07M 4.9% 2
2025
Q1 		$29.5M Buy
258,751
+13,279
+5% +$1.37M 5.51% 1
2024
Q4 		$21.9M Sell
245,472
-411
-0.2% -$37.2K 3.92% 7
2024
Q3 		$20.3M Sell
245,883
-20,607
-8% -$1.74M 3.54% 11
2024
Q2 		$23.4M Sell
266,490
-73,068
-22% -$5.92M 4.48% 5
2024
Q1 		$25.7M Sell
339,558
-24,766
-7% -$1.73M 5.02% 2
2023
Q4 		$24.3M Buy
364,324
+19,000
+6% +$1.29M 5.1% 2
2023
Q3 		$24.6M Sell
345,324
-19,822
-5% -$1.33M 5.84% 1
2023
Q2 		$23M Buy
365,146
+76,608
+27% +$5.3M 5.12% 3
2023
Q1 		$21.9M Sell
288,538
-6,728
-2% -$489K 6.63% 2
2022
Q4 		$19.5M Sell
295,266
-1,041
-0.4% -$75.4K 6.49% 1
2022
Q3 		$21.6M Sell
296,307
-19,224
-6% -$1.38M 7.57% 1
2022
Q2 		$21.2M Buy
315,531
+44,390
+16% +$2.79M 7.62% 2
2022
Q1 		$18.2M Buy
+271,141
New +$17M 6.15% 2

Other funds holding BJ

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return

Walter Public Investments's BJ Position: Q2 2026 in Review

Walter Public Investments reduced its BJs Wholesale Club (BJ) stake by 53% in Q2 2026, selling an estimated $8.8M and leaving 84,348 shares worth $7.36M. The position accounts for 1.77% of the portfolio, ranked #25.

Walter Public Investments first reported a position in BJ in Q1 2022 and has held it in 18 quarters since. The position peaked at $29.5M in Q1 2025. 263 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Walter Public Investments held 84,348 shares of BJs Wholesale Club worth $7.36M as of Q2 2026.
  • Walter Public Investments sold 96,083 BJs Wholesale Club shares in Q2 2026, an estimated $8.8M.
  • BJs Wholesale Club made up 1.77% of Walter Public Investments's portfolio in Q2 2026, its #25 holding.
  • Walter Public Investments first reported a position in BJs Wholesale Club in Q1 2022 and has held it in 18 quarters since.
  • Walter Public Investments's BJs Wholesale Club position peaked at $29.5M in Q1 2025.
  • 263 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Walter Public Investments's 13F filing for Q2 2026, filed 5 Aug 2026.