Evercore Wealth Management’s Best Buy BBY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $448K | Buy |
6,974
+255
| +4% | +$16.7K | 0.01% | 295 |
|
|
2025
Q4 | $450K | Sell |
6,719
-75
| -1% | -$5.72K | 0.01% | 301 |
|
|
2025
Q3 | $514K | Sell |
6,794
-81
| -1% | -$5.81K | 0.01% | 289 |
|
|
2025
Q2 | $462K | Buy |
6,875
+1,550
| +29% | +$105K | 0.01% | 294 |
|
|
2025
Q1 | $392K | Buy |
5,325
+25
| +0.5% | +$2.06K | 0.01% | 307 |
|
|
2024
Q4 | $455K | Buy |
5,300
+45
| +0.9% | +$4.11K | 0.01% | 288 |
|
|
2024
Q3 | $543K | Buy |
5,255
+525
| +11% | +$47.3K | 0.01% | 267 |
|
|
2024
Q2 | $399K | Sell |
4,730
-2,230
| -32% | -$177K | 0.01% | 302 |
|
|
2024
Q1 | $571K | Sell |
6,960
-1,336
| -16% | -$102K | 0.01% | 265 |
|
|
2023
Q4 | $649K | Sell |
8,296
-1,488
| -15% | -$105K | 0.01% | 255 |
|
|
2023
Q3 | $680K | Sell |
9,784
-1,415
| -13% | -$109K | 0.01% | 238 |
|
|
2023
Q2 | $918K | Sell |
11,199
-8,289
| -43% | -$619K | 0.02% | 222 |
|
|
2023
Q1 | $1.53M | Sell |
19,488
-583,133
| -97% | -$48M | 0.03% | 172 |
|
|
2022
Q4 | $48.3M | Sell |
602,621
-11,172
| -2% | -$822K | 1.01% | 36 |
|
|
2022
Q3 | $38.9M | Sell |
613,793
-25,363
| -4% | -$1.88M | 0.88% | 38 |
|
|
2022
Q2 | $41.7M | Sell |
639,156
-13,579
| -2% | -$1.13M | 0.88% | 39 |
|
|
2022
Q1 | $59.3M | Buy |
652,735
+25,277
| +4% | +$2.5M | 1.05% | 34 |
|
|
2021
Q4 | $63.8M | Buy |
627,458
+27,340
| +5% | +$3.11M | 1.04% | 36 |
|
|
2021
Q3 | $63.4M | Buy |
600,118
+9,557
| +2% | +$1.07M | 1.15% | 32 |
|
|
2021
Q2 | $67.9M | Buy |
590,561
+60,006
| +11% | +$7M | 1.24% | 31 |
|
|
2021
Q1 | $60.9M | Buy |
530,555
+76,381
| +17% | +$8.55M | 1.21% | 31 |
|
|
2020
Q4 | $45.3M | Buy |
454,174
+38,463
| +9% | +$4.3M | 0.98% | 37 |
|
|
2020
Q3 | $46.3M | Sell |
415,711
-166,666
| -29% | -$17M | 1.13% | 34 |
|
|
2020
Q2 | $50.8M | Buy |
582,377
+12,722
| +2% | +$965K | 1.36% | 28 |
|
|
2020
Q1 | $32.5M | Buy |
569,655
+22,682
| +4% | +$1.8M | 1.07% | 34 |
|
|
2019
Q4 | $48M | Buy |
546,973
+30,526
| +6% | +$2.34M | 1.29% | 31 |
|
|
2019
Q3 | $35.6M | Buy |
+516,447
| New | +$36M | 1.05% | 36 |
|
|
2018
Q1 | – | Sell |
-205
| Closed | -$14K | – | 394 |
|
|
2017
Q4 | $14K | Hold |
205
| – | – | ﹤0.01% | 770 |
|
|
2017
Q3 | $12K | Hold |
205
| – | – | ﹤0.01% | 770 |
|
|
2017
Q2 | $12K | Buy |
+205
| New | +$11K | ﹤0.01% | 790 |
|
|
2016
Q4 | – | Sell |
-3,451
| Closed | -$132K | – | 1016 |
|
|
2016
Q3 | $132K | Buy |
3,451
+1,497
| +77% | +$52.6K | 0.01% | 441 |
|
|
2016
Q2 | $60K | Buy |
+1,954
| New | +$61.4K | ﹤0.01% | 543 |
|
|
2014
Q2 | – | Sell |
-418
| Closed | -$11K | – | 1005 |
|
|
2014
Q1 | $11K | Hold |
418
| – | – | ﹤0.01% | 812 |
|
|
2013
Q4 | $17K | Hold |
418
| – | – | ﹤0.01% | 701 |
|
|
2013
Q3 | $16K | Hold |
418
| – | – | ﹤0.01% | 708 |
|
|
2013
Q2 | $11K | Buy |
+418
| New | +$10.8K | ﹤0.01% | 715 |
|
Other funds holding BBY
VCM
VPM
Evercore Wealth Management's BBY Position: Q1 2026 in Review
Evercore Wealth Management increased its Best Buy (BBY) stake by 3.8% in Q1 2026, buying an estimated $16.7K and bringing the position to 6,974 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #295.
Evercore Wealth Management first reported a position in BBY in Q2 2013 and has held it in 36 quarters since. The position peaked at $67.9M in Q2 2021. 860 funds tracked by Wall St. Rank hold BBY as of Q1 2026.
- Evercore Wealth Management held 6,974 shares of Best Buy worth $448K as of Q1 2026.
- Evercore Wealth Management bought 255 Best Buy shares in Q1 2026, an estimated $16.7K.
- Best Buy made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #295 holding.
- Evercore Wealth Management first reported a position in Best Buy in Q2 2013 and has held it in 36 quarters since.
- Evercore Wealth Management's Best Buy position peaked at $67.9M in Q2 2021.
- 860 funds tracked by Wall St. Rank held Best Buy as of Q1 2026.
Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.