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Whittier Trust’s BJs Wholesale Club BJ Stock Holding History

Whittier Trust’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 		$69.4K Buy
793
+16
+2% +$1.47K ﹤0.01% 821
2026
Q1 		$74.3K Sell
777
-1,415
-65% -$136K ﹤0.01% 770
2025
Q4 		$199K Hold
2,192
– – ﹤0.01% 594
2025
Q3 		$203K Sell
2,192
-413
-16% -$42.2K ﹤0.01% 585
2025
Q2 		$281K Buy
2,605
+219
+9% +$24.9K ﹤0.01% 592
2025
Q1 		$272K Sell
2,386
-144
-6% -$14.8K ﹤0.01% 594
2024
Q4 		$226K Sell
2,530
-947
-27% -$85.6K ﹤0.01% 641
2024
Q3 		$287K Sell
3,477
-2,244
-39% -$190K ﹤0.01% 603
2024
Q2 		$503K Sell
5,721
-453
-7% -$36.7K 0.01% 481
2024
Q1 		$467K Sell
6,174
-61,616
-91% -$4.29M 0.01% 497
2023
Q4 		$4.52M Sell
67,790
-34,183
-34% -$2.31M 0.07% 202
2023
Q3 		$7.28M Buy
101,973
+3,659
+4% +$246K 0.13% 154
2023
Q2 		$6.19M Buy
98,314
+7,884
+9% +$545K 0.11% 166
2023
Q1 		$6.88M Buy
90,430
+690
+0.8% +$50.1K 0.13% 158
2022
Q4 		$5.94M Buy
89,740
+4,421
+5% +$320K 0.12% 170
2022
Q3 		$6.21M Buy
85,319
+3,958
+5% +$284K 0.13% 156
2022
Q2 		$5.07M Buy
81,361
+81,302
+137,800% +$5.11M 0.1% 180
2022
Q1 		$4K Buy
+59
New +$3.7K ﹤0.01% 1472

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

Whittier Trust's BJ Position: Q2 2026 in Review

Whittier Trust increased its BJs Wholesale Club (BJ) stake by 2.1% in Q2 2026, buying an estimated $1.47K and bringing the position to 793 shares worth $69.4K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Whittier Trust first reported a position in BJ in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.28M in Q3 2023. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Whittier Trust held 793 shares of BJs Wholesale Club worth $69.4K as of Q2 2026.
  • Whittier Trust bought 16 BJs Wholesale Club shares in Q2 2026, an estimated $1.47K.
  • BJs Wholesale Club made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #821 holding.
  • Whittier Trust first reported a position in BJs Wholesale Club in Q1 2022 and has held it in 18 quarters since.
  • Whittier Trust's BJs Wholesale Club position peaked at $7.28M in Q3 2023.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.