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Lloyd Advisory Services’s BJs Wholesale Club BJ Stock Holding History

Lloyd Advisory Services’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 		– Sell
-49
Closed -$4.82K – 676
2026
Q1 		$4.82K Buy
+49
New +$4.73K ﹤0.01% 564
2023
Q4 		– Sell
-11,831
Closed -$844K – 165
2023
Q3 		$844K Buy
+11,831
New +$796K 0.28% 88

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Franklin Resources
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Vanguard Portfolio Management
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State Street
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RRAM
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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

Lloyd Advisory Services's BJ Position: Q2 2026 in Review

Lloyd Advisory Services sold out of BJs Wholesale Club (BJ) in Q2 2026, closing a stake of 49 shares — an estimated $4.82K sold.

Lloyd Advisory Services first reported a position in BJ in Q3 2023 and held it in 2 quarters. The position peaked at $844K in Q3 2023. 639 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Lloyd Advisory Services reported no remaining BJs Wholesale Club position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 49 BJs Wholesale Club shares in Q2 2026, an estimated $4.82K.
  • Lloyd Advisory Services first reported a position in BJs Wholesale Club in Q3 2023 and held it in 2 quarters.
  • Lloyd Advisory Services's BJs Wholesale Club position peaked at $844K in Q3 2023.
  • 639 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.