AVITY INVESTMENT MANAGEMENT INC.

Position in BJ — BJ's Wholesale Club Holdings, Inc.

CIK 926834 GREENWICH, CT

Position in BJ

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$9,597,688

+$1,493,589 QoQ

Shares Held

110,040

+33.6% QoQ

Ownership

0.086%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#111

of 632 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Consumer Defensive · as of Jun 30, 2026

AVITY INVESTMENT MANAGEMENT INC. holds $10,427,882 across 3 Discount Stores names. BJ ranks #1 (92.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BJ	BJ's Wholesale Club Holdings, Inc. This page	110,040	$9,597,688
2	COST	Costco Wholesale Corp /New	474	$443,412
3	WMT	Walmart Inc.	3,415	$386,782

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,597,688	110,040	+33.6%	Shares	Sole	2026-07-09
2026-03-31	$8,104,099	82,342	—	Shares	Sole	2026-04-08
No filing history on record for this holder in this stock.