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Lindbrook Capital’s BJs Wholesale Club BJ Stock Holding History

Lindbrook Capital’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
Q1 		$99.3K Buy
870
+367
+73% +$37.8K 0.01% 681
2024
Q4 		$44.9K Buy
503
+9
+2% +$814 ﹤0.01% 860
2024
Q3 		$40.7K Sell
494
-103
-17% -$8.71K ﹤0.01% 922
2024
Q2 		$52.4K Buy
597
+117
+24% +$9.47K ﹤0.01% 775
2024
Q1 		$36.3K Buy
480
+66
+16% +$4.6K ﹤0.01% 912
2023
Q4 		$27.6K Buy
414
+38
+10% +$2.57K ﹤0.01% 1012
2023
Q3 		$26.8K Buy
376
+51
+16% +$3.43K ﹤0.01% 923
2023
Q2 		$20.5K Sell
325
-73
-18% -$5.05K ﹤0.01% 1076
2023
Q1 		$30.3K Buy
398
+57
+17% +$4.14K ﹤0.01% 882
2022
Q4 		$22.6K Sell
341
-80
-19% -$5.79K ﹤0.01% 1000
2022
Q3 		$31K Buy
421
+83
+25% +$5.95K 0.01% 803
2022
Q2 		$21K Buy
338
+6
+2% +$377 ﹤0.01% 944
2022
Q1 		$22K Sell
332
-33
-9% -$2.07K ﹤0.01% 963
2021
Q4 		$24K Buy
365
+11
+3% +$687 ﹤0.01% 955
2021
Q3 		$19K Hold
354
– – 0.01% 760
2021
Q2 		$17K Sell
354
-27
-7% -$1.24K ﹤0.01% 836
2021
Q1 		$17K Buy
381
+112
+42% +$4.7K ﹤0.01% 798
2020
Q4 		$10K Buy
269
+7
+3% +$280 ﹤0.01% 888
2020
Q3 		$11K Buy
262
+26
+11% +$1.07K ﹤0.01% 790
2020
Q2 		$9K Buy
236
+64
+37% +$1.97K ﹤0.01% 857
2020
Q1 		$4K Buy
+172
New +$3.87K ﹤0.01% 1064

Other funds holding BJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lindbrook Capital's BJ Position: Q1 2025 in Review

Lindbrook Capital increased its BJs Wholesale Club (BJ) stake by 73% in Q1 2025, buying an estimated $37.8K and bringing the position to 870 shares worth $99.3K. The position accounts for 0.01% of the portfolio, ranked #681.

Lindbrook Capital first reported a position in BJ in Q1 2020 and has held it in 21 quarters since. 630 funds tracked by Wall St. Rank hold BJ as of Q1 2025.

  • Lindbrook Capital held 870 shares of BJs Wholesale Club worth $99.3K as of Q1 2025.
  • Lindbrook Capital bought 367 BJs Wholesale Club shares in Q1 2025, an estimated $37.8K.
  • BJs Wholesale Club made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #681 holding.
  • Lindbrook Capital first reported a position in BJs Wholesale Club in Q1 2020 and has held it in 21 quarters since.
  • 630 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.