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Donaldson Capital Management’s Best Buy BBY Stock Holding History

Donaldson Capital 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 		$823K Buy
12,813
+1,371
+12% +$90K 0.03% 151
2025
Q4 		$766K Buy
11,442
+316
+3% +$24.1K 0.02% 155
2025
Q3 		$841K Buy
11,126
+822
+8% +$59K 0.03% 151
2025
Q2 		$692K Buy
10,304
+316
+3% +$21.5K 0.03% 157
2025
Q1 		$735K Buy
9,988
+662
+7% +$54.6K 0.03% 152
2024
Q4 		$800K Buy
9,326
+36
+0.4% +$3.29K 0.03% 145
2024
Q3 		$960K Sell
9,290
-413
-4% -$37.2K 0.04% 132
2024
Q2 		$818K Buy
9,703
+113
+1% +$8.97K 0.03% 134
2024
Q1 		$787K Buy
9,590
+38
+0.4% +$2.89K 0.03% 134
2023
Q4 		$748K Buy
9,552
+134
+1% +$9.44K 0.03% 143
2023
Q3 		$654K Buy
9,418
+1,027
+12% +$79.4K 0.03% 144
2023
Q2 		$688K Buy
8,391
+570
+7% +$42.6K 0.03% 143
2023
Q1 		$612K Buy
7,821
+2,084
+36% +$172K 0.03% 146
2022
Q4 		$460K Buy
5,737
+965
+20% +$71K 0.02% 159
2022
Q3 		$302K Buy
+4,772
New +$353K 0.02% 184

Other funds holding BBY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Donaldson Capital Management's BBY Position: Q1 2026 in Review

Donaldson Capital Management increased its Best Buy (BBY) stake by 12% in Q1 2026, buying an estimated $90K and bringing the position to 12,813 shares worth $823K. The position accounts for 0.03% of the portfolio, ranked #151.

Donaldson Capital Management first reported a position in BBY in Q3 2022 and has held it in 15 quarters since. The position peaked at $960K in Q3 2024. 860 funds tracked by Wall St. Rank hold BBY as of Q1 2026.

  • Donaldson Capital Management held 12,813 shares of Best Buy worth $823K as of Q1 2026.
  • Donaldson Capital Management bought 1,371 Best Buy shares in Q1 2026, an estimated $90K.
  • Best Buy made up 0.03% of Donaldson Capital Management's portfolio in Q1 2026, its #151 holding.
  • Donaldson Capital Management first reported a position in Best Buy in Q3 2022 and has held it in 15 quarters since.
  • Donaldson Capital Management's Best Buy position peaked at $960K in Q3 2024.
  • 860 funds tracked by Wall St. Rank held Best Buy as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.