MARTIN & CO INC /TN/ BJ β€” BJS WHSL CLUB HLDGS INC

Ownership history in MARTIN & CO INC /TN/  Β·  3 quarters on record

AI Ownership Summary

MARTIN & CO INC /TN/ reported BJS WHSL CLUB HLDGS INC (BJ) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.69% in 2026 Q1. The latest visible filing shows BJ at 0.69% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MARTIN & CO INC /TN/'s position in BJS WHSL CLUB HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BJ was reported at 0.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.69% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MARTIN & CO INC /TN/ held BJ β€” position size vs. price
% of Fund (quarterly)    BJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 41,282 +1,018 +2.5% 0.69% $4.1M 2026-05-14 $95.96
2025 Q4 ADDED β€” β€” β€” 40,264 +1,190 +3.0% 0.62% $3.6M 2026-02-13 $102.78
2025 Q3 INITIATED β€” β€” β€” 39,074 β€” β€” 0.65% $3.6M 2025-11-07 $91.41

FAQ About MARTIN & CO INC /TN/ and BJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has MARTIN & CO INC /TN/ reported owning BJ?

MARTIN & CO INC /TN/ reported BJ across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported BJ position in MARTIN & CO INC /TN/'s portfolio?

The largest reported portfolio weight for BJ was 0.69% in 2026 Q1.

What is the latest reported BJ position on this page?

The most recent filing on this page is 2026 Q1, when MARTIN & CO INC /TN/ reported 41,282 shares, equal to 0.69% of portfolio, with an estimated market value of $4.1M.

What does the chart on this BJ ownership page compare?

The chart compares MARTIN & CO INC /TN/'s quarterly BJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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