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Lifeworks Advisors’s Best Buy BBY Stock Holding History

Lifeworks Advisors’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 		$210K Sell
3,274
-73
-2% -$4.79K 0.03% 287
2025
Q4 		$224K Sell
3,347
-139
-4% -$10.6K 0.03% 305
2025
Q3 		$264K Buy
3,486
+306
+10% +$21.9K 0.04% 277
2025
Q2 		$213K Buy
+3,180
New +$216K 0.03% 300
2024
Q4 		– Sell
-2,111
Closed -$218K – 307
2024
Q3 		$218K Buy
+2,111
New +$190K 0.04% 278
2024
Q1 		– Sell
-2,637
Closed -$206K – 227
2023
Q4 		$206K Sell
2,637
-432
-14% -$30.4K 0.07% 192
2023
Q3 		$213K Buy
+3,069
New +$237K 0.08% 175

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

Lifeworks Advisors's BBY Position: Q1 2026 in Review

Lifeworks Advisors reduced its Best Buy (BBY) stake by 2.2% in Q1 2026, selling an estimated $4.79K and leaving 3,274 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #287.

Lifeworks Advisors first reported a position in BBY in Q3 2023 and has held it in 7 quarters since. The position peaked at $264K in Q3 2025. 861 funds tracked by Wall St. Rank hold BBY as of Q1 2026.

  • Lifeworks Advisors held 3,274 shares of Best Buy worth $210K as of Q1 2026.
  • Lifeworks Advisors sold 73 Best Buy shares in Q1 2026, an estimated $4.79K.
  • Best Buy made up 0.03% of Lifeworks Advisors's portfolio in Q1 2026, its #287 holding.
  • Lifeworks Advisors first reported a position in Best Buy in Q3 2023 and has held it in 7 quarters since.
  • Lifeworks Advisors's Best Buy position peaked at $264K in Q3 2025.
  • 861 funds tracked by Wall St. Rank held Best Buy as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.