Belpointe Asset Management LLC

Position in BJ — BJ's Wholesale Club Holdings, Inc.

CIK 1721242 RENO, NV

Position in BJ

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$1,367,152

+$448,576 QoQ

Shares Held

13,891

+36.1% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Consumer Defensive · as of Jun 30, 2026

Belpointe Asset Management LLC holds $19,827,288 across 4 Discount Stores names.

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	11,873	$11,106,835
2	WMT	Walmart Inc.	65,693	$7,440,389
3	TGT	Target Corp	7,983	$1,042,659
4	OLLI	Ollie's Bargain Outlet Holdings, Inc.	3,088	$237,405

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,367,152	13,891	+36.1%	Shares	Other	2026-04-28
2025-12-31	$918,576	10,203	+10.3%	Shares	Other	2026-01-27
2025-06-30	$997,750	9,253	-8.4%	Shares	Other	2025-07-22
2025-03-31	$1,152,752	10,103	+112.7%	Shares	Other	2025-05-20
2024-09-30	$391,697	4,749	+77.1%	Shares	Other	2024-11-13
2024-03-31	$202,817	2,681	-60.3%	Shares	Other	2024-05-08
2023-03-31	$513,320	6,748	+423.1%	Shares	Sole	2023-05-15
2022-12-31	$85,346	1,290	-87.2%	Shares	Sole	2023-02-08
2022-09-30	$736,400	10,114	+267.6%	Shares	Sole	2022-11-14
2022-03-31	$185,995	2,751	+0.8%	Shares	Sole	2022-04-28
2021-12-31	$182,761	2,729	-82.6%	Shares	Sole	2022-02-15
2021-03-31	$703,943	15,692	+35.8%	Shares	Sole	2021-05-14
2020-09-30	$480,110	11,555	-13.6%	Shares	Sole	2020-11-13
2020-06-30	$498,486	13,375	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.