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 Q3	$415K	Sell	4,514 -48	-1%	-$4.45K	﹤0.01%	1566
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%	466

Other funds holding BJ

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Lido Advisors's BJ Position: Q3 2026 in Review

Lido Advisors reduced its BJs Wholesale Club (BJ) stake by 1.1% in Q3 2026, selling an estimated $4.45K and leaving 4,514 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

Lido Advisors first reported a position in BJ in Q2 2019 and has held it in 6 quarters since. The position peaked at $503K in Q4 2021. 454 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

Lido Advisors held 4,514 shares of BJs Wholesale Club worth $415K as of Q3 2026.
Lido Advisors sold 48 BJs Wholesale Club shares in Q3 2026, an estimated $4.45K.
BJs Wholesale Club made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1566 holding.
Lido Advisors first reported a position in BJs Wholesale Club in Q2 2019 and has held it in 6 quarters since.
Lido Advisors's BJs Wholesale Club position peaked at $503K in Q4 2021.
454 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.