Lifestyle Asset Management’s BJs Wholesale Club BJ Stock Holding History

Lifestyle Asset 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 Q2	–	Sell	-11,832	Closed	-$1.35M	–	127
2025 Q1	$1.35M	Sell	11,832 -1,497	-11%	-$154K	0.74%	24
2024 Q4	$1.19M	Buy	13,329 +108	+0.8%	+$9.76K	0.65%	33
2024 Q3	$1.09M	Buy	13,221 +339	+3%	+$28.7K	0.6%	38
2024 Q2	$1.13M	Sell	12,882 -1,435	-10%	-$116K	0.65%	30
2024 Q1	$1.08M	Sell	14,317 -885	-6%	-$61.7K	0.64%	40
2023 Q4	$1.01M	Sell	15,202 -5	-0%	-$338	0.56%	45
2023 Q3	$1.09M	Buy	15,207 +584	+4%	+$39.3K	0.66%	29
2023 Q2	$921K	Buy	14,623 +421	+3%	+$29.1K	0.55%	41
2023 Q1	$1.08M	Buy	14,202 +598	+4%	+$43.4K	0.72%	28
2022 Q4	$900K	Buy	+13,604	New	+$985K	0.72%	34

Other funds holding BJ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lifestyle Asset Management's BJ Position: Q2 2025 in Review

Lifestyle Asset Management sold out of BJs Wholesale Club (BJ) in Q2 2025, closing a stake of 11,832 shares — an estimated $1.35M sold.

Lifestyle Asset Management first reported a position in BJ in Q4 2022 and held it in 10 quarters. The position peaked at $1.35M in Q1 2025. 645 funds tracked by Wall St. Rank hold BJ as of Q2 2025.

Lifestyle Asset Management reported no remaining BJs Wholesale Club position as of Q2 2025 after selling out during the quarter.
Lifestyle Asset Management sold 11,832 BJs Wholesale Club shares in Q2 2025, an estimated $1.35M.
Lifestyle Asset Management first reported a position in BJs Wholesale Club in Q4 2022 and held it in 10 quarters.
Lifestyle Asset Management's BJs Wholesale Club position peaked at $1.35M in Q1 2025.
645 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2025.

Based on Lifestyle Asset Management's 13F filing for Q2 2025, filed 9 Jul 2025.