FMI
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
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 $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiduciary Management Inc's BJ Position: Q1 2026 in Review

Fiduciary Management Inc reduced its BJs Wholesale Club (BJ) stake by 4.8% in Q1 2026, selling an estimated $3.35M and leaving 689,400 shares worth $67.9M. The position accounts for 0.84% of the portfolio, ranked #52.

Fiduciary Management Inc first reported a position in BJ in Q3 2021 and has held it in 19 quarters since. The position peaked at $243M in Q2 2024. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • Fiduciary Management Inc held 689,400 shares of BJs Wholesale Club worth $67.9M as of Q1 2026.
  • Fiduciary Management Inc sold 34,753 BJs Wholesale Club shares in Q1 2026, an estimated $3.35M.
  • BJs Wholesale Club made up 0.84% of Fiduciary Management Inc's portfolio in Q1 2026, its #52 holding.
  • Fiduciary Management Inc first reported a position in BJs Wholesale Club in Q3 2021 and has held it in 19 quarters since.
  • Fiduciary Management Inc's BJs Wholesale Club position peaked at $243M in Q2 2024.
  • 624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Fiduciary Management Inc's 13F filing for Q1 2026, filed 14 May 2026.