FIM
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Freedom Investment Management’s BJs Wholesale Club BJ Stock Holding History

Freedom Investment 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
2025
Q3 		– Sell
-6,831
Closed -$737K – 210
2025
Q2 		$737K Buy
6,831
+414
+6% +$47.2K 0.06% 331
2025
Q1 		$732K Sell
6,417
-529
-8% -$54.5K 0.06% 320
2024
Q4 		$621K Sell
6,946
-817
-11% -$73.9K 0.05% 357
2024
Q3 		$640K Buy
7,763
+1,280
+20% +$108K 0.05% 352
2024
Q2 		$569K Sell
6,483
-97
-1% -$7.86K 0.05% 397
2024
Q1 		$498K Sell
6,580
-1,804
-22% -$126K 0.04% 435
2023
Q4 		$559K Buy
8,384
+1,324
+19% +$89.6K 0.05% 407
2023
Q3 		$504K Buy
7,060
+729
+12% +$49K 0.06% 360
2023
Q2 		$399K Buy
6,331
+9
+0.1% +$622 0.04% 458
2023
Q1 		$481K Buy
6,322
+294
+5% +$21.4K 0.05% 416
2022
Q4 		$399K Buy
6,028
+120
+2% +$8.69K 0.04% 494
2022
Q3 		$430K Buy
5,908
+405
+7% +$29K 0.05% 467
2022
Q2 		$343K Buy
5,503
+465
+9% +$29.2K 0.04% 562
2022
Q1 		$341K Sell
5,038
-3,009
-37% -$189K 0.03% 584
2021
Q4 		$539K Sell
8,047
-132
-2% -$8.24K 0.04% 506
2021
Q3 		$449K Sell
8,179
-659
-7% -$35.2K 0.03% 533
2021
Q2 		$421K Sell
8,838
-2,096
-19% -$96K 0.03% 592
2021
Q1 		$490K Buy
+10,934
New +$459K 0.04% 534

Other funds holding BJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Freedom Investment Management's BJ Position: Q3 2025 in Review

Freedom Investment Management sold out of BJs Wholesale Club (BJ) in Q3 2025, closing a stake of 6,831 shares — an estimated $737K sold.

Freedom Investment Management first reported a position in BJ in Q1 2021 and held it in 18 quarters. The position peaked at $737K in Q2 2025. 606 funds tracked by Wall St. Rank hold BJ as of Q3 2025.

  • Freedom Investment Management reported no remaining BJs Wholesale Club position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 6,831 BJs Wholesale Club shares in Q3 2025, an estimated $737K.
  • Freedom Investment Management first reported a position in BJs Wholesale Club in Q1 2021 and held it in 18 quarters.
  • Freedom Investment Management's BJs Wholesale Club position peaked at $737K in Q2 2025.
  • 606 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.