IFWM
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Institute for Wealth Management’s Best Buy BBY Stock Holding History

Institute for 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
Q2 		$67.9K Buy
+894
New +$59.4K 0.01% 795
2020
Q1 		– Sell
-2,462
Closed -$216K – 413
2019
Q4 		$216K Sell
2,462
-1,218
-33% -$93.2K 0.05% 408
2019
Q3 		$254K Sell
3,680
-644
-15% -$44.9K 0.06% 354
2019
Q2 		$301K Buy
+4,324
New +$302K 0.07% 351

Other funds holding BBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Institute for Wealth Management's BBY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Best Buy (BBY) in Q2 2026: 894 shares worth $67.9K. The stake represents 0.01% of the portfolio and ranks #795 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in BBY as recently as Q4 2019.

Institute for Wealth Management first reported a position in BBY in Q2 2019 and has held it in 4 quarters since. The position peaked at $301K in Q2 2019. 870 funds tracked by Wall St. Rank hold BBY as of Q2 2026.

  • Institute for Wealth Management held 894 shares of Best Buy worth $67.9K as of Q2 2026.
  • Best Buy was a new Institute for Wealth Management position in Q2 2026.
  • Best Buy made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #795 holding.
  • Institute for Wealth Management first reported a position in Best Buy in Q2 2019 and has held it in 4 quarters since.
  • Institute for Wealth Management's Best Buy position peaked at $301K in Q2 2019.
  • 870 funds tracked by Wall St. Rank held Best Buy as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.