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

Milestone 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
Q3 		– Sell
-2,018
Closed -$218K – 227
2025
Q2 		$218K Sell
2,018
-183
-8% -$20.8K 0.05% 193
2025
Q1 		$251K Sell
2,201
-9,662
-81% -$995K 0.05% 197
2024
Q4 		$1.06M Buy
+11,863
New +$1.07M 0.23% 98
2024
Q2 		– Sell
-8,104
Closed -$613K – 195
2024
Q1 		$613K Buy
+8,104
New +$565K 0.18% 92

Other funds holding BJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Milestone Asset Management's BJ Position: Q3 2025 in Review

Milestone Asset Management sold out of BJs Wholesale Club (BJ) in Q3 2025, closing a stake of 2,018 shares — an estimated $218K sold.

Milestone Asset Management first reported a position in BJ in Q1 2024 and held it in 4 quarters. The position peaked at $1.06M in Q4 2024. 606 funds tracked by Wall St. Rank hold BJ as of Q3 2025.

  • Milestone Asset Management reported no remaining BJs Wholesale Club position as of Q3 2025 after selling out during the quarter.
  • Milestone Asset Management sold 2,018 BJs Wholesale Club shares in Q3 2025, an estimated $218K.
  • Milestone Asset Management first reported a position in BJs Wholesale Club in Q1 2024 and held it in 4 quarters.
  • Milestone Asset Management's BJs Wholesale Club position peaked at $1.06M in Q4 2024.
  • 606 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2025.

Based on Milestone Asset Management's 13F filing for Q3 2025, filed 15 Oct 2025.