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Forum Financial Management’s Best Buy BBY Stock Holding History

Forum Financial 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 		– Sell
-4,110
Closed -$275K – 403
2025
Q4 		$275K Buy
4,110
+1,285
+45% +$98K ﹤0.01% 792
2025
Q3 		$214K Sell
2,825
-1,181
-29% -$84.7K ﹤0.01% 931
2025
Q2 		$269K Buy
+4,006
New +$272K ﹤0.01% 732

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

Forum Financial Management's BBY Position: Q1 2026 in Review

Forum Financial Management sold out of Best Buy (BBY) in Q1 2026, closing a stake of 4,110 shares — an estimated $275K sold.

Forum Financial Management first reported a position in BBY in Q2 2025 and held it in 3 quarters. The position peaked at $275K in Q4 2025. 864 funds tracked by Wall St. Rank hold BBY as of Q1 2026.

  • Forum Financial Management reported no remaining Best Buy position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 4,110 Best Buy shares in Q1 2026, an estimated $275K.
  • Forum Financial Management first reported a position in Best Buy in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's Best Buy position peaked at $275K in Q4 2025.
  • 864 funds tracked by Wall St. Rank held Best Buy as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.