Lido Advisors’s BJs Wholesale Club BJ Stock Holding History

Lido Advisors’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 Q2	$398K	Buy	+4,562	New	+$418K	﹤0.01%	1605
2023 Q2	–	Sell	-1,822	Closed	-$139K	–	1223
2023 Q1	$139K	Buy	+1,822	New	+$132K	﹤0.01%	1056
2022 Q1	–	Sell	-7,525	Closed	-$503K	–	997
2021 Q4	$503K	Buy	+7,525	New	+$470K	0.01%	615
2020 Q3	–	Sell	-5,881	Closed	-$219K	–	647
2020 Q2	$219K	Buy	+5,881	New	+$181K	0.01%	529
2019 Q3	–	Sell	-9,056	Closed	-$239K	–	577
2019 Q2	$239K	Buy	+9,056	New	+$241K	0.01%	465

Other funds holding BJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lido Advisors's BJ Position: Q2 2026 in Review

Lido Advisors opened a new position in BJs Wholesale Club (BJ) in Q2 2026: 4,562 shares worth $398K. The stake represents ﹤0.01% of the portfolio and ranks #1605 among its holdings. This is a return to the name: Lido Advisors previously reported a position in BJ as recently as Q1 2023.

Lido Advisors first reported a position in BJ in Q2 2019 and has held it in 5 quarters since. The position peaked at $503K in Q4 2021. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Lido Advisors held 4,562 shares of BJs Wholesale Club worth $398K as of Q2 2026.
BJs Wholesale Club was a new Lido Advisors position in Q2 2026.
BJs Wholesale Club made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1605 holding.
Lido Advisors first reported a position in BJs Wholesale Club in Q2 2019 and has held it in 5 quarters since.
Lido Advisors's BJs Wholesale Club position peaked at $503K in Q4 2021.
637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.