Lido Advisors
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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
2023
Q2 		– Sell
-1,200
Closed -$91.3K – 1224
2023
Q1 		$91.3K Buy
+1,200
New +$87.2K ﹤0.01% 1086

Other funds holding BJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 $3.37T 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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
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.