KFP
BJ

Kerr Financial Planning’s BJ'S WHOLESALE CLUB BJ Stock Holding History

Kerr Financial Planning’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
Q4 		– Sell
-72
Closed -$6.69K – 569
2025
Q3 		$6.69K Buy
+72
New +$6.69K 0.01% 397

Other funds holding BJ

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Kerr Financial Planning's BJ Position: Q4 2025 in Review

Kerr Financial Planning sold out of BJ'S WHOLESALE CLUB (BJ) in Q4 2025, closing a stake of 72 shares — an estimated $6.69K sold.

Kerr Financial Planning first reported a position in BJ in Q3 2025 and held it in 1 quarter. The position peaked at $6.69K in Q3 2025. 2 funds tracked by Wall St. Rank hold BJ as of Q4 2025.

  • Kerr Financial Planning reported no remaining BJ'S WHOLESALE CLUB position as of Q4 2025 after selling out during the quarter.
  • Kerr Financial Planning sold 72 BJ'S WHOLESALE CLUB shares in Q4 2025, an estimated $6.69K.
  • Kerr Financial Planning first reported a position in BJ'S WHOLESALE CLUB in Q3 2025 and held it in 1 quarter.
  • Kerr Financial Planning's BJ'S WHOLESALE CLUB position peaked at $6.69K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held BJ'S WHOLESALE CLUB as of Q4 2025.

Based on Kerr Financial Planning's 13F filing for Q4 2025, filed 10 Feb 2026.