Tilia Fiduciary Partners’s BJs Wholesale Club BJ Stock Holding History

Tilia Fiduciary Partners’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 Q1	$2.82M	Buy	28,679 +1,436	+5%	+$139K	1.55%	19
2025 Q4	$2.45M	Buy	27,243 +954	+4%	+$87.6K	1.35%	26
2025 Q3	$2.45M	Buy	26,289 +764	+3%	+$78.1K	1.42%	23
2025 Q2	$2.75M	Buy	25,525 +844	+3%	+$96.2K	1.68%	18
2025 Q1	$2.82M	Buy	+24,681	New	+$2.54M	1.88%	11

Other funds holding BJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

RRAM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tilia Fiduciary Partners's BJ Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its BJs Wholesale Club (BJ) stake by 5.3% in Q1 2026, buying an estimated $139K and bringing the position to 28,679 shares worth $2.82M. The position accounts for 1.55% of the portfolio, ranked #19.

Tilia Fiduciary Partners first reported a position in BJ in Q1 2025 and has held it in 5 quarters since. 625 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

Tilia Fiduciary Partners held 28,679 shares of BJs Wholesale Club worth $2.82M as of Q1 2026.
Tilia Fiduciary Partners bought 1,436 BJs Wholesale Club shares in Q1 2026, an estimated $139K.
BJs Wholesale Club made up 1.55% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #19 holding.
Tilia Fiduciary Partners first reported a position in BJs Wholesale Club in Q1 2025 and has held it in 5 quarters since.
625 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.