LVW Advisors
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LVW Advisors’s BJs Wholesale Club BJ Stock Holding History

LVW 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 		– Sell
-3,589
Closed -$313K – 467
2026
Q2 		$313K Sell
3,589
-816
-19% -$74.7K 0.03% 340
2026
Q1 		$434K Sell
4,405
-601
-12% -$58K 0.04% 234
2025
Q4 		$451K Sell
5,006
-311
-6% -$28.5K 0.05% 204
2025
Q3 		$496K Sell
5,317
-709
-12% -$72.5K 0.05% 198
2025
Q2 		$650K Sell
6,026
-620
-9% -$70.6K 0.07% 161
2025
Q1 		$758K Sell
6,646
-518
-7% -$53.3K 0.09% 130
2024
Q4 		$640K Sell
7,164
-182
-2% -$16.5K 0.08% 155
2024
Q3 		$606K Buy
7,346
+645
+10% +$54.6K 0.08% 165
2024
Q2 		$589K Buy
+6,701
New +$543K 0.09% 145

Other funds holding BJ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings Copenhagen V $6.26B AUM 26.94% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LVW Advisors's BJ Position: Q3 2026 in Review

LVW Advisors sold out of BJs Wholesale Club (BJ) in Q3 2026, closing a stake of 3,589 shares — an estimated $313K sold.

LVW Advisors first reported a position in BJ in Q2 2024 and held it in 9 quarters. The position peaked at $758K in Q1 2025. 323 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

  • LVW Advisors reported no remaining BJs Wholesale Club position as of Q3 2026 after selling out during the quarter.
  • LVW Advisors sold 3,589 BJs Wholesale Club shares in Q3 2026, an estimated $313K.
  • LVW Advisors first reported a position in BJs Wholesale Club in Q2 2024 and held it in 9 quarters.
  • LVW Advisors's BJs Wholesale Club position peaked at $758K in Q1 2025.
  • 323 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.