Fortitude Family Office’s BJs Wholesale Club BJ Stock Holding History

Fortitude Family Office’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	$12.6K	Sell	137 -73	-35%	-$6.77K	﹤0.01%	1105
2026 Q2	$18.3K	Sell	210 -30	-13%	-$2.75K	﹤0.01%	553
2026 Q1	$23.6K	Buy	240 +147	+158%	+$14.2K	0.01%	392
2025 Q4	$8.37K	Sell	93 -4	-4%	-$367	﹤0.01%	638
2025 Q3	$9.04K	Buy	97 +3	+3%	+$307	﹤0.01%	605
2025 Q2	$10.1K	Buy	94 +10	+12%	+$1.14K	﹤0.01%	548
2025 Q1	$9.58K	Sell	84 -41	-33%	-$4.22K	﹤0.01%	549
2024 Q4	$11.2K	Hold	125	–	–	﹤0.01%	599
2024 Q3	$10.3K	Buy	125 +74	+145%	+$6.26K	﹤0.01%	565
2024 Q2	$4.48K	Hold	51	–	–	﹤0.01%	630
2024 Q1	$3.86K	Buy	+51	New	+$3.56K	﹤0.01%	695

Other funds holding BJ

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return

CCM

Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return

BAM

Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Fortitude Family Office's BJ Position: Q3 2026 in Review

Fortitude Family Office reduced its BJs Wholesale Club (BJ) stake by 35% in Q3 2026, selling an estimated $6.77K and leaving 137 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Fortitude Family Office first reported a position in BJ in Q1 2024 and has held it in 11 quarters since. The position peaked at $23.6K in Q1 2026. 54 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

Fortitude Family Office held 137 shares of BJs Wholesale Club worth $12.6K as of Q3 2026.
Fortitude Family Office sold 73 BJs Wholesale Club shares in Q3 2026, an estimated $6.77K.
BJs Wholesale Club made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1105 holding.
Fortitude Family Office first reported a position in BJs Wholesale Club in Q1 2024 and has held it in 11 quarters since.
Fortitude Family Office's BJs Wholesale Club position peaked at $23.6K in Q1 2026.
54 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.