CFFP
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Center for Financial Planning’s Best Buy BBY Stock Holding History

Center for Financial Planning’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 		$164K Sell
2,159
-2,160
-50% -$143K 0.02% 190
2026
Q1 		$277K Buy
4,319
+200
+5% +$13.1K 0.03% 145
2025
Q4 		$276K Sell
4,119
-167
-4% -$12.7K 0.03% 145
2025
Q3 		$324K Buy
4,286
+235
+6% +$16.9K 0.03% 138
2025
Q2 		$272K Buy
4,051
+603
+17% +$41K 0.03% 140
2025
Q1 		$254K Buy
3,448
+379
+12% +$31.2K 0.03% 140
2024
Q4 		$263K Sell
3,069
-320
-9% -$29.2K 0.04% 134
2024
Q3 		$350K Buy
3,389
+20
+0.6% +$1.8K 0.05% 115
2024
Q2 		$284K Buy
3,369
+22
+0.7% +$1.75K 0.04% 123
2024
Q1 		$275K Sell
3,347
-10
-0.3% -$761 0.04% 128
2023
Q4 		$263K Buy
3,357
+27
+0.8% +$1.9K 0.05% 121
2023
Q3 		$231K Buy
3,330
+256
+8% +$19.8K 0.05% 124
2023
Q2 		$252K Buy
3,074
+71
+2% +$5.3K 0.05% 122
2023
Q1 		$235K Buy
3,003
+90
+3% +$7.41K 0.05% 125
2022
Q4 		$234K Buy
2,913
+535
+22% +$39.4K 0.06% 121
2022
Q3 		$151K Buy
2,378
+351
+17% +$26K 0.04% 138
2022
Q2 		$132K Sell
2,027
-114
-5% -$9.5K 0.03% 144
2022
Q1 		$195K Buy
2,141
+104
+5% +$10.3K 0.04% 134
2021
Q4 		$207K Buy
2,037
+147
+8% +$16.7K 0.04% 129
2021
Q3 		$200K Buy
1,890
+118
+7% +$13.3K 0.05% 121
2021
Q2 		$204K Buy
1,772
+15
+0.9% +$1.75K 0.05% 122
2021
Q1 		$202K Buy
1,757
+315
+22% +$35.3K 0.05% 122
2020
Q4 		$144K Buy
1,442
+185
+15% +$20.7K 0.04% 135
2020
Q3 		$140K Buy
1,257
+34
+3% +$3.48K 0.05% 133
2020
Q2 		$107K Buy
+1,223
New +$92.7K 0.04% 141
2020
Q1 		– Sell
-450
Closed -$40K – 570
2019
Q4 		$40K Buy
+450
New +$34.4K 0.01% 205

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

Center for Financial Planning's BBY Position: Q2 2026 in Review

Center for Financial Planning reduced its Best Buy (BBY) stake by 50% in Q2 2026, selling an estimated $143K and leaving 2,159 shares worth $164K. The position accounts for 0.02% of the portfolio, ranked #190.

Center for Financial Planning first reported a position in BBY in Q4 2019 and has held it in 26 quarters since. The position peaked at $350K in Q3 2024. 864 funds tracked by Wall St. Rank hold BBY as of Q2 2026.

  • Center for Financial Planning held 2,159 shares of Best Buy worth $164K as of Q2 2026.
  • Center for Financial Planning sold 2,160 Best Buy shares in Q2 2026, an estimated $143K.
  • Best Buy made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #190 holding.
  • Center for Financial Planning first reported a position in Best Buy in Q4 2019 and has held it in 26 quarters since.
  • Center for Financial Planning's Best Buy position peaked at $350K in Q3 2024.
  • 864 funds tracked by Wall St. Rank held Best Buy as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.