EdgeRock Capital’s Best Buy BBY Stock Holding History

EdgeRock Capital’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	$208K	Buy	3,256 +77	+2%	+$5.05K	0.06%	124
2025 Q4	$213K	Buy	3,179 +12	+0.4%	+$916	0.06%	123
2025 Q3	$239K	Buy	3,167 +1	+0%	+$72	0.07%	107
2025 Q2	$213K	Sell	3,166 -362	-10%	-$24.6K	0.07%	104
2025 Q1	$260K	Sell	3,528 -61	-2%	-$5.03K	0.19%	60
2024 Q4	$308K	Buy	3,589 +23	+0.6%	+$2.1K	0.2%	56
2024 Q3	$368K	Buy	+3,566	New	+$321K	0.26%	48
2024 Q2	–	Sell	-3,438	Closed	-$285K	–	292
2024 Q1	$285K	Buy	3,438 +51	+2%	+$3.88K	0.23%	48
2023 Q4	$256K	Buy	3,387 +46	+1%	+$3.24K	0.19%	49
2023 Q3	$235K	Buy	3,341 +204	+7%	+$15.8K	0.14%	51
2023 Q2	$260K	Hold	3,137	–	–	0.13%	56
2023 Q1	$246K	Hold	3,137	–	–	0.13%	54
2022 Q4	$252K	Hold	3,137	–	–	0.14%	50
2022 Q3	$199K	Sell	3,137 -1	-0%	-$74	0.11%	55
2022 Q2	$205K	Buy	+3,138	New	+$262K	0.14%	52

Other funds holding BBY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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 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