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Forum Financial Management’s BJs Wholesale Club BJ Stock Holding History

Forum Financial Management’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 		– Sell
-3,230
Closed -$291K – 413
2025
Q4 		$291K Hold
3,230
– – ﹤0.01% 761
2025
Q3 		$301K Buy
3,230
+800
+33% +$81.8K ﹤0.01% 734
2025
Q2 		$262K Buy
2,430
+127
+6% +$14.5K ﹤0.01% 746
2025
Q1 		$263K Buy
+2,303
New +$237K ﹤0.01% 663

Other funds holding BJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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 $1.89T AUM 35.08% 1-Year Est. Return

Forum Financial Management's BJ Position: Q1 2026 in Review

Forum Financial Management sold out of BJs Wholesale Club (BJ) in Q1 2026, closing a stake of 3,230 shares — an estimated $291K sold.

Forum Financial Management first reported a position in BJ in Q1 2025 and held it in 4 quarters. The position peaked at $301K in Q3 2025. 627 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • Forum Financial Management reported no remaining BJs Wholesale Club position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,230 BJs Wholesale Club shares in Q1 2026, an estimated $291K.
  • Forum Financial Management first reported a position in BJs Wholesale Club in Q1 2025 and held it in 4 quarters.
  • Forum Financial Management's BJs Wholesale Club position peaked at $301K in Q3 2025.
  • 627 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.