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CBIZ Investment Advisory Services’s Best Buy BBY Stock Holding History

CBIZ Investment Advisory Services’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
Q1 		– Sell
-30
Closed -$2.04K – 446
2025
Q4 		$2.04K Hold
30
– – ﹤0.01% 643
2025
Q3 		$2.3K Buy
30
+8
+36% +$574 ﹤0.01% 554
2025
Q2 		$1.5K Sell
22
-7
-24% -$476 ﹤0.01% 569
2025
Q1 		$2.16K Buy
29
+6
+26% +$495 ﹤0.01% 473
2024
Q4 		$2K Buy
+23
New +$2.1K ﹤0.01% 382

Other funds holding BBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CBIZ Investment Advisory Services's BBY Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Best Buy (BBY) in Q1 2026, closing a stake of 30 shares — an estimated $2.04K sold.

CBIZ Investment Advisory Services first reported a position in BBY in Q4 2024 and held it in 5 quarters. The position peaked at $2.3K in Q3 2025. 867 funds tracked by Wall St. Rank hold BBY as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Best Buy position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 30 Best Buy shares in Q1 2026, an estimated $2.04K.
  • CBIZ Investment Advisory Services first reported a position in Best Buy in Q4 2024 and held it in 5 quarters.
  • CBIZ Investment Advisory Services's Best Buy position peaked at $2.3K in Q3 2025.
  • 867 funds tracked by Wall St. Rank held Best Buy as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.