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Cherry Tree Wealth Management’s Best Buy BBY Stock Holding History

Cherry Tree Wealth Management’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 		$6.42K Hold
100
– – ﹤0.01% 465
2025
Q4 		$6.7K Hold
100
– – ﹤0.01% 463
2025
Q3 		$7.57K Hold
100
– – ﹤0.01% 438
2025
Q2 		$6.72K Hold
100
– – ﹤0.01% 452
2025
Q1 		$7.37K Hold
100
– – ﹤0.01% 480
2024
Q4 		$8.59K Hold
100
– – ﹤0.01% 434
2024
Q3 		$10.3K Hold
100
– – ﹤0.01% 411
2024
Q2 		$8.43K Hold
100
– – ﹤0.01% 414
2024
Q1 		$8.21K Hold
100
– – ﹤0.01% 396
2023
Q4 		$7.83K Hold
100
– – ﹤0.01% 388
2023
Q3 		$6.95K Sell
100
-3
-3% -$232 ﹤0.01% 376
2023
Q2 		$8.45K Buy
+103
New +$7.69K ﹤0.01% 349

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
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

Cherry Tree Wealth Management's BBY Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Best Buy (BBY) position steady in Q1 2026 at 100 shares worth $6.42K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Cherry Tree Wealth Management first reported a position in BBY in Q2 2023 and has held it in 12 quarters since. The position peaked at $10.3K in Q3 2024. 865 funds tracked by Wall St. Rank hold BBY as of Q1 2026.

  • Cherry Tree Wealth Management held 100 shares of Best Buy worth $6.42K as of Q1 2026.
  • Cherry Tree Wealth Management left its Best Buy share count unchanged in Q1 2026.
  • Best Buy made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #465 holding.
  • Cherry Tree Wealth Management first reported a position in Best Buy in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Best Buy position peaked at $10.3K in Q3 2024.
  • 865 funds tracked by Wall St. Rank held Best Buy as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.