Integrated Wealth Concepts’s Best Buy BBY Stock Holding History

Integrated Wealth Concepts’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	$1.08M	Sell	16,747 -558	-3%	-$36.6K	0.01%	1065
2025 Q4	$1.16M	Buy	17,305 +4,237	+32%	+$323K	0.01%	704
2025 Q3	$988K	Sell	13,068 -3,124	-19%	-$224K	0.01%	991
2025 Q2	$1.09M	Buy	16,192 +7,847	+94%	+$533K	0.01%	874
2025 Q1	$614K	Buy	8,345 +924	+12%	+$76.2K	0.01%	1053
2024 Q4	$637K	Sell	7,421 -7,128	-49%	-$651K	0.01%	1018
2024 Q3	$1.5M	Buy	14,549 +12,088	+491%	+$1.09M	0.02%	642
2024 Q2	$207K	Buy	+2,461	New	+$195K	﹤0.01%	1504
2022 Q4	–	Sell	-7,238	Closed	-$458K	–	1039
2022 Q3	$458K	Buy	+7,238	New	+$536K	0.01%	613
2021 Q3	–	Sell	-3,124	Closed	-$359K	–	940
2021 Q2	$359K	Buy	3,124 +916	+41%	+$107K	0.01%	612
2021 Q1	$253K	Buy	+2,208	New	+$247K	0.01%	628

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Integrated Wealth Concepts's BBY Position: Q1 2026 in Review

Integrated Wealth Concepts reduced its Best Buy (BBY) stake by 3.2% in Q1 2026, selling an estimated $36.6K and leaving 16,747 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #1065.

Integrated Wealth Concepts first reported a position in BBY in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.5M in Q3 2024. 860 funds tracked by Wall St. Rank hold BBY as of Q1 2026.

Integrated Wealth Concepts held 16,747 shares of Best Buy worth $1.08M as of Q1 2026.
Integrated Wealth Concepts sold 558 Best Buy shares in Q1 2026, an estimated $36.6K.
Best Buy made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1065 holding.
Integrated Wealth Concepts first reported a position in Best Buy in Q1 2021 and has held it in 11 quarters since.
Integrated Wealth Concepts's Best Buy position peaked at $1.5M in Q3 2024.
860 funds tracked by Wall St. Rank held Best Buy as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.