CWA
BBY icon

Carolina Wealth Advisors’s Best Buy BBY Stock Holding History

Carolina Wealth 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
2026
Q2 		$2.69M Sell
35,422
-468
-1% -$31.1K 1.05% 30
2026
Q1 		$2.3M Buy
35,890
+35,087
+4,369% +$2.3M 0.96% 37
2025
Q4 		$53.7K Buy
803
+4
+0.5% +$305 0.02% 117
2025
Q3 		$60.4K Buy
+799
New +$57.3K 0.03% 99
2022
Q3 		– Sell
-4,434
Closed -$289K – 243
2022
Q2 		$289K Buy
4,434
+2,289
+107% +$191K 0.19% 60
2022
Q1 		$195K Buy
2,145
+576
+37% +$57.1K 0.12% 84
2021
Q4 		$159K Sell
1,569
-1,429
-48% -$163K 0.09% 92
2021
Q3 		$317K Sell
2,998
-104
-3% -$11.7K 0.21% 43
2021
Q2 		$357K Sell
3,102
-61
-2% -$7.12K 0.24% 42
2021
Q1 		$363K Sell
3,163
-3,219
-50% -$360K 0.26% 42
2020
Q4 		$637K Sell
6,382
-77
-1% -$8.61K 0.51% 40
2020
Q3 		$719K Buy
6,459
+484
+8% +$49.5K 0.63% 39
2020
Q2 		$521K Buy
5,975
+511
+9% +$38.7K 0.5% 42
2020
Q1 		$311K Buy
5,464
+2,911
+114% +$231K 0.36% 43
2019
Q4 		$224K Buy
+2,553
New +$195K 0.21% 48

Other funds holding BBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Carolina Wealth Advisors's BBY Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Best Buy (BBY) stake by 1.3% in Q2 2026, selling an estimated $31.1K and leaving 35,422 shares worth $2.69M. The position accounts for 1.05% of the portfolio, ranked #30.

Carolina Wealth Advisors first reported a position in BBY in Q4 2019 and has held it in 15 quarters since. 864 funds tracked by Wall St. Rank hold BBY as of Q2 2026.

  • Carolina Wealth Advisors held 35,422 shares of Best Buy worth $2.69M as of Q2 2026.
  • Carolina Wealth Advisors sold 468 Best Buy shares in Q2 2026, an estimated $31.1K.
  • Best Buy made up 1.05% of Carolina Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Carolina Wealth Advisors first reported a position in Best Buy in Q4 2019 and has held it in 15 quarters since.
  • 864 funds tracked by Wall St. Rank held Best Buy as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.