Fiduciary Management Inc
BJ icon

Fiduciary Management Inc’s BJs Wholesale Club BJ Stock Holding History

Fiduciary Management Inc’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
Q3 		$90.7M Sell
985,809
-2,349
-0.2% -$218K 1.38% 40
2026
Q2 		$86.2M Buy
988,158
+298,758
+43% +$27.3M 1.23% 42
2026
Q1 		$67.9M Sell
689,400
-34,753
-5% -$3.35M 0.84% 52
2025
Q4 		$65.2M Sell
724,153
-41,107
-5% -$3.77M 0.72% 54
2025
Q3 		$71.4M Sell
765,260
-2,928
-0.4% -$299K 0.72% 53
2025
Q2 		$82.8M Sell
768,188
-906,232
-54% -$103M 0.8% 54
2025
Q1 		$191M Sell
1,674,420
-333,584
-17% -$34.4M 1.85% 18
2024
Q4 		$179M Sell
2,008,004
-7
-0% -$633 1.67% 20
2024
Q3 		$166M Sell
2,008,011
-758,518
-27% -$64.2M 1.45% 30
2024
Q2 		$243M Buy
2,766,529
+232,375
+9% +$18.8M 2.26% 10
2024
Q1 		$192M Buy
2,534,154
+19,524
+0.8% +$1.36M 1.71% 22
2023
Q4 		$168M Buy
2,514,630
+377,019
+18% +$25.5M 1.57% 28
2023
Q3 		$153M Buy
2,137,611
+31,514
+1% +$2.12M 1.55% 26
2023
Q2 		$133M Buy
2,106,097
+546,237
+35% +$37.8M 1.34% 35
2023
Q1 		$119M Buy
1,559,860
+163,950
+12% +$11.9M 1.2% 35
2022
Q4 		$92.4M Sell
1,395,910
-554,946
-28% -$40.2M 0.94% 42
2022
Q3 		$142M Sell
1,950,856
-28,416
-1% -$2.04M 1.5% 27
2022
Q2 		$123M Buy
1,979,272
+1,047,044
+112% +$65.8M 1.17% 33
2022
Q1 		$63M Buy
932,228
+145,111
+18% +$9.11M 0.51% 58
2021
Q4 		$52.7M Sell
787,117
-18,618
-2% -$1.16M 0.39% 56
2021
Q3 		$44.3M Buy
+805,735
New +$43M 0.33% 61

Other funds holding BJ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Fiduciary Management Inc's BJ Position: Q3 2026 in Review

Fiduciary Management Inc reduced its BJs Wholesale Club (BJ) stake by 0.24% in Q3 2026, selling an estimated $218K and leaving 985,809 shares worth $90.7M. The position accounts for 1.38% of the portfolio, ranked #40.

Fiduciary Management Inc first reported a position in BJ in Q3 2021 and has held it in 21 quarters since. The position peaked at $243M in Q2 2024. 535 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

  • Fiduciary Management Inc held 985,809 shares of BJs Wholesale Club worth $90.7M as of Q3 2026.
  • Fiduciary Management Inc sold 2,349 BJs Wholesale Club shares in Q3 2026, an estimated $218K.
  • BJs Wholesale Club made up 1.38% of Fiduciary Management Inc's portfolio in Q3 2026, its #40 holding.
  • Fiduciary Management Inc first reported a position in BJs Wholesale Club in Q3 2021 and has held it in 21 quarters since.
  • Fiduciary Management Inc's BJs Wholesale Club position peaked at $243M in Q2 2024.
  • 535 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Fiduciary Management Inc's 13F filing for Q3 2026, filed 13 Nov 2026.