Moisand Fitzgerald Tamayo’s BJs Wholesale Club BJ Stock Holding History

Moisand Fitzgerald Tamayo’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 Q4	–	Sell	-25	Closed	-$2.33K	–	521
2025 Q3	$2.33K	Hold	25	–	–	﹤0.01%	497
2025 Q2	$2.7K	Hold	25	–	–	﹤0.01%	475
2025 Q1	$2.85K	Hold	25	–	–	﹤0.01%	466
2024 Q4	$2.23K	Hold	25	–	–	﹤0.01%	512
2024 Q3	$2.06K	Hold	25	–	–	﹤0.01%	530
2024 Q2	$2.2K	Hold	25	–	–	﹤0.01%	492
2024 Q1	$1.89K	Hold	25	–	–	﹤0.01%	494
2023 Q4	$1.67K	Hold	25	–	–	﹤0.01%	559
2023 Q3	$1.78K	Hold	25	–	–	﹤0.01%	582
2023 Q2	$1.58K	Hold	25	–	–	﹤0.01%	590
2023 Q1	$1.9K	Hold	25	–	–	﹤0.01%	569
2022 Q4	$1.65K	Buy	+25	New	+$1.81K	﹤0.01%	591

Other funds holding BJ

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Moisand Fitzgerald Tamayo's BJ Position: Q4 2025 in Review

Moisand Fitzgerald Tamayo sold out of BJs Wholesale Club (BJ) in Q4 2025, closing a stake of 25 shares — an estimated $2.33K sold.

Moisand Fitzgerald Tamayo first reported a position in BJ in Q4 2022 and held it in 12 quarters. The position peaked at $2.85K in Q1 2025. 623 funds tracked by Wall St. Rank hold BJ as of Q4 2025.

Moisand Fitzgerald Tamayo reported no remaining BJs Wholesale Club position as of Q4 2025 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 25 BJs Wholesale Club shares in Q4 2025, an estimated $2.33K.
Moisand Fitzgerald Tamayo first reported a position in BJs Wholesale Club in Q4 2022 and held it in 12 quarters.
Moisand Fitzgerald Tamayo's BJs Wholesale Club position peaked at $2.85K in Q1 2025.
623 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2025, filed 14 Jan 2026.