Bartlett & Co Wealth Management’s Best Buy BBY Stock Holding History

Bartlett & Co Wealth Management’s Portfolio BBY Stock Details BBY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1	Closed	-$75	–	1251
2025 Q1	$75	Buy	+1	New	+$82	﹤0.01%	1214
2024 Q2	–	Sell	-4	Closed	-$332	–	1140
2024 Q1	$332	Sell	4 -46	-92%	-$3.5K	﹤0.01%	1095
2023 Q4	$3.97K	Hold	50	–	–	﹤0.01%	1105
2023 Q3	$3.47K	Buy	+50	New	+$3.87K	﹤0.01%	1033
2022 Q2	–	Sell	-60	Closed	-$5.51K	–	1304
2022 Q1	$5.51K	Buy	+60	New	+$5.95K	﹤0.01%	902
2021 Q4	–	Sell	-531	Closed	-$56.5K	–	444
2021 Q3	$56.5K	Buy	531 +455	+599%	+$51.1K	﹤0.01%	489
2021 Q2	$8.79K	Hold	76	–	–	﹤0.01%	707
2021 Q1	$8.78K	Buy	76 +60	+375%	+$6.72K	﹤0.01%	746
2020 Q4	$1.6K	Buy	+16	New	+$1.79K	﹤0.01%	952
2019 Q2	–	Sell	-23	Closed	-$1.63K	–	769
2019 Q1	$1.63K	Buy	+23	New	+$1.43K	﹤0.01%	654

Other funds holding BBY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bartlett & Co Wealth Management's BBY Position: Q2 2025 in Review

Bartlett & Co Wealth Management sold out of Best Buy (BBY) in Q2 2025, closing a stake of 1 share — an estimated $75 sold.

Bartlett & Co Wealth Management first reported a position in BBY in Q1 2019 and held it in 10 quarters. The position peaked at $56.5K in Q3 2021. 814 funds tracked by Wall St. Rank hold BBY as of Q2 2025.

Bartlett & Co Wealth Management reported no remaining Best Buy position as of Q2 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 1 Best Buy share in Q2 2025, an estimated $75.
Bartlett & Co Wealth Management first reported a position in Best Buy in Q1 2019 and held it in 10 quarters.
Bartlett & Co Wealth Management's Best Buy position peaked at $56.5K in Q3 2021.
814 funds tracked by Wall St. Rank held Best Buy as of Q2 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.