HWM
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HighMark Wealth Management’s Best Buy BBY Stock Holding History

HighMark 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 		$157K Buy
2,442
+32
+1% +$2.1K 0.06% 87
2025
Q4 		$161K Buy
2,410
+30
+1% +$2.29K 0.07% 88
2025
Q3 		$180K Buy
2,380
+30
+1% +$2.15K 0.08% 82
2025
Q2 		$158K Buy
2,350
+36
+2% +$2.45K 0.08% 86
2025
Q1 		$170K Buy
2,314
+25
+1% +$2.06K 0.1% 62
2024
Q4 		$196K Buy
2,289
+22
+1% +$2.01K 0.11% 55
2024
Q3 		$234K Buy
2,267
+24
+1% +$2.16K 0.13% 57
2024
Q2 		$189K Buy
2,243
+26
+1% +$2.06K 0.11% 66
2024
Q1 		$182K Buy
2,217
+25
+1% +$1.9K 0.11% 65
2023
Q4 		$172K Buy
2,192
+29
+1% +$2.04K 0.13% 60
2023
Q3 		$150K Buy
2,163
+24
+1% +$1.85K 0.12% 59
2023
Q2 		$175K Buy
2,139
+26
+1% +$1.94K 0.13% 55
2023
Q1 		$165K Buy
2,113
+23
+1% +$1.9K 0.13% 66
2022
Q4 		$168K Buy
2,090
+28
+1% +$2.06K 0.13% 56
2022
Q3 		$131K Buy
2,062
+27
+1% +$2K 0.11% 60
2022
Q2 		$133K Buy
2,035
+19
+0.9% +$1.58K 0.11% 59
2022
Q1 		$183K Sell
2,016
-28
-1% -$2.77K 0.12% 58
2021
Q4 		$208K Buy
2,044
+6
+0.3% +$683 0.13% 55
2021
Q3 		$215K Buy
2,038
+9
+0.4% +$1.01K 0.16% 46
2021
Q2 		$233K Buy
2,029
+1
+0% +$117 0.17% 43
2021
Q1 		$233K Buy
2,028
+10
+0.5% +$1.12K 0.19% 42
2020
Q4 		$201K Buy
2,018
+13
+0.6% +$1.45K 0.17% 45
2020
Q3 		$223K Buy
2,005
+12
+0.6% +$1.23K 0.2% 42
2020
Q2 		$174K Buy
1,993
+17
+0.9% +$1.29K 0.19% 41
2020
Q1 		$112K Sell
1,976
-42
-2% -$3.33K 0.14% 43
2019
Q4 		$177K Buy
+2,018
New +$154K 0.19% 39

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

HighMark Wealth Management's BBY Position: Q1 2026 in Review

HighMark Wealth Management increased its Best Buy (BBY) stake by 1.3% in Q1 2026, buying an estimated $2.1K and bringing the position to 2,442 shares worth $157K. The position accounts for 0.06% of the portfolio, ranked #87.

HighMark Wealth Management first reported a position in BBY in Q4 2019 and has held it in 26 quarters since. The position peaked at $234K in Q3 2024. 860 funds tracked by Wall St. Rank hold BBY as of Q1 2026.

  • HighMark Wealth Management held 2,442 shares of Best Buy worth $157K as of Q1 2026.
  • HighMark Wealth Management bought 32 Best Buy shares in Q1 2026, an estimated $2.1K.
  • Best Buy made up 0.06% of HighMark Wealth Management's portfolio in Q1 2026, its #87 holding.
  • HighMark Wealth Management first reported a position in Best Buy in Q4 2019 and has held it in 26 quarters since.
  • HighMark Wealth Management's Best Buy position peaked at $234K in Q3 2024.
  • 860 funds tracked by Wall St. Rank held Best Buy as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.