Bogart Wealth LLC’s Best Buy BBY Stock Holding History

Bogart Wealth LLC’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
2026 Q2	$35.4K	Sell	467 -169	-27%	-$11.2K	﹤0.01%	631
2026 Q1	$40.8K	Buy	636 +19	+3%	+$1.25K	﹤0.01%	543
2025 Q4	$41.3K	Hold	617	–	–	﹤0.01%	518
2025 Q3	$46.6K	Buy	617 +13	+2%	+$932	﹤0.01%	474
2025 Q2	$40.6K	Buy	604 +404	+202%	+$27.4K	﹤0.01%	485
2025 Q1	$14.7K	Hold	200	–	–	﹤0.01%	658
2024 Q4	$17.2K	Hold	200	–	–	﹤0.01%	618
2024 Q3	$20.7K	Hold	200	–	–	﹤0.01%	548
2024 Q2	$16.9K	Hold	200	–	–	﹤0.01%	561
2024 Q1	$16.4K	Hold	200	–	–	﹤0.01%	550
2023 Q4	$15.7K	Hold	200	–	–	﹤0.01%	547
2023 Q3	$13.9K	Hold	200	–	–	﹤0.01%	538
2023 Q2	$16.4K	Hold	200	–	–	﹤0.01%	497
2023 Q1	$15.7K	Hold	200	–	–	﹤0.01%	508
2022 Q4	$16K	Sell	200 -300	-60%	-$22.1K	﹤0.01%	463
2022 Q3	$32K	Hold	500	–	–	﹤0.01%	366
2022 Q2	$33K	Buy	500 +300	+150%	+$25K	﹤0.01%	352
2022 Q1	$18K	Hold	200	–	–	﹤0.01%	395
2021 Q4	$20K	Buy	+200	New	+$22.8K	﹤0.01%	372

Other funds holding BBY

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Bogart Wealth LLC's BBY Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Best Buy (BBY) stake by 27% in Q2 2026, selling an estimated $11.2K and leaving 467 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Bogart Wealth LLC first reported a position in BBY in Q4 2021 and has held it in 19 quarters since. The position peaked at $46.6K in Q3 2025. 864 funds tracked by Wall St. Rank hold BBY as of Q2 2026.

Bogart Wealth LLC held 467 shares of Best Buy worth $35.4K as of Q2 2026.
Bogart Wealth LLC sold 169 Best Buy shares in Q2 2026, an estimated $11.2K.
Best Buy made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #631 holding.
Bogart Wealth LLC first reported a position in Best Buy in Q4 2021 and has held it in 19 quarters since.
Bogart Wealth LLC's Best Buy position peaked at $46.6K in Q3 2025.
864 funds tracked by Wall St. Rank held Best Buy as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.