Bellwether Advisors’s Best Buy BBY Stock Holding History

Bellwether Advisors’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 Q3	–	Sell	-224	Closed	-$15K	–	176
2025 Q2	$15K	Sell	224 -13	-5%	-$883	﹤0.01%	332
2025 Q1	$17.4K	Hold	237	–	–	﹤0.01%	285
2024 Q4	$20.3K	Buy	+237	New	+$21.6K	﹤0.01%	282
2024 Q2	–	Sell	-39,000	Closed	-$3.2M	–	120
2024 Q1	$3.2M	Buy	39,000 +10,947	+39%	+$833K	0.7%	36
2023 Q4	$2.2M	Buy	+28,053	New	+$1.98M	0.54%	46
2023 Q2	–	Sell	-14	Closed	-$1.09K	–	123
2023 Q1	$1.09K	Hold	14	–	–	﹤0.01%	367
2022 Q4	$1.12K	Hold	14	–	–	﹤0.01%	377
2022 Q3	$0	Hold	14	–	–	﹤0.01%	467
2022 Q2	$0	Hold	14	–	–	﹤0.01%	408
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	487
2021 Q4	$1K	Hold	14	–	–	﹤0.01%	524
2021 Q3	$1K	Hold	14	–	–	﹤0.01%	495
2021 Q2	$1K	Hold	14	–	–	﹤0.01%	388
2021 Q1	$1K	Buy	+14	New	+$1.57K	﹤0.01%	365

Other funds holding BBY

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bellwether Advisors's BBY Position: Q3 2025 in Review

Bellwether Advisors sold out of Best Buy (BBY) in Q3 2025, closing a stake of 224 shares — an estimated $15K sold.

Bellwether Advisors first reported a position in BBY in Q1 2021 and held it in 14 quarters. The position peaked at $3.2M in Q1 2024. 865 funds tracked by Wall St. Rank hold BBY as of Q3 2025.

Bellwether Advisors reported no remaining Best Buy position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 224 Best Buy shares in Q3 2025, an estimated $15K.
Bellwether Advisors first reported a position in Best Buy in Q1 2021 and held it in 14 quarters.
Bellwether Advisors's Best Buy position peaked at $3.2M in Q1 2024.
865 funds tracked by Wall St. Rank held Best Buy as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.