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Moody Lynn & Lieberson’s BJs Wholesale Club BJ Stock Holding History

Moody Lynn & Lieberson’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 		$541K Buy
6,199
+91
+1% +$8.33K 0.03% 173
2026
Q1 		$601K Sell
6,108
-11
-0.2% -$1.06K 0.03% 164
2025
Q4 		$551K Sell
6,119
-310
-5% -$28.5K 0.03% 171
2025
Q3 		$600K Buy
6,429
+120
+2% +$12.3K 0.03% 160
2025
Q2 		$680K Sell
6,309
-27
-0.4% -$3.08K 0.04% 156
2025
Q1 		$723K Hold
6,336
– – 0.05% 142
2024
Q4 		$566K Buy
6,336
+33
+0.5% +$2.98K 0.03% 158
2024
Q3 		$520K Buy
6,303
+301
+5% +$25.5K 0.03% 171
2024
Q2 		$527K Hold
6,002
– – 0.03% 158
2024
Q1 		$454K Buy
6,002
+13
+0.2% +$906 0.03% 170
2023
Q4 		$399K Buy
5,989
+16
+0.3% +$1.08K 0.03% 176
2023
Q3 		$426K Buy
5,973
+21
+0.4% +$1.41K 0.04% 154
2023
Q2 		$375K Sell
5,952
-75
-1% -$5.19K 0.03% 175
2023
Q1 		$458K Buy
6,027
+88
+1% +$6.39K 0.04% 159
2022
Q4 		$392K Sell
5,939
-30,820
-84% -$2.23M 0.04% 177
2022
Q3 		$2.68M Buy
36,759
+30,690
+506% +$2.2M 0.26% 71
2022
Q2 		$378K Hold
6,069
– – 0.03% 172
2022
Q1 		$410K Buy
6,069
+89
+1% +$5.59K 0.03% 172
2021
Q4 		$400K Buy
5,980
+28
+0.5% +$1.75K 0.03% 185
2021
Q3 		$327K Hold
5,952
– – 0.02% 185
2021
Q2 		$283K Hold
5,952
– – 0.02% 196
2021
Q1 		$267K Buy
5,952
+17
+0.3% +$713 0.02% 199
2020
Q4 		$221K Buy
5,935
+415
+8% +$16.6K 0.02% 199
2020
Q3 		$229K Buy
+5,520
New +$228K 0.02% 184

Other funds holding BJ

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ACM
Alta Capital Management Salt Lake City, Utah $1.34B AUM 17.8% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Moody Lynn & Lieberson's BJ Position: Q2 2026 in Review

Moody Lynn & Lieberson increased its BJs Wholesale Club (BJ) stake by 1.5% in Q2 2026, buying an estimated $8.33K and bringing the position to 6,199 shares worth $541K. The position accounts for 0.03% of the portfolio, ranked #173.

Moody Lynn & Lieberson first reported a position in BJ in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.68M in Q3 2022. 178 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Moody Lynn & Lieberson held 6,199 shares of BJs Wholesale Club worth $541K as of Q2 2026.
  • Moody Lynn & Lieberson bought 91 BJs Wholesale Club shares in Q2 2026, an estimated $8.33K.
  • BJs Wholesale Club made up 0.03% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #173 holding.
  • Moody Lynn & Lieberson first reported a position in BJs Wholesale Club in Q3 2020 and has held it in 24 quarters since.
  • Moody Lynn & Lieberson's BJs Wholesale Club position peaked at $2.68M in Q3 2022.
  • 178 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.