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LVW Advisors’s Best Buy BBY Stock Holding History

LVW 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
2025
Q4 		– Sell
-3,633
Closed -$275K – 343
2025
Q3 		$275K Buy
3,633
+137
+4% +$9.82K 0.03% 289
2025
Q2 		$235K Sell
3,496
-1,207
-26% -$82K 0.03% 298
2025
Q1 		$346K Sell
4,703
-1,177
-20% -$97K 0.04% 221
2024
Q4 		$505K Sell
5,880
-183
-3% -$16.7K 0.06% 187
2024
Q3 		$626K Buy
6,063
+347
+6% +$31.3K 0.08% 160
2024
Q2 		$482K Buy
5,716
+130
+2% +$10.3K 0.07% 176
2024
Q1 		$458K Buy
5,586
+2,501
+81% +$190K 0.08% 178
2023
Q4 		$241K Buy
+3,085
New +$217K 0.05% 232

Other funds holding BBY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LVW Advisors's BBY Position: Q4 2025 in Review

LVW Advisors sold out of Best Buy (BBY) in Q4 2025, closing a stake of 3,633 shares — an estimated $275K sold.

LVW Advisors first reported a position in BBY in Q4 2023 and held it in 8 quarters. The position peaked at $626K in Q3 2024. 911 funds tracked by Wall St. Rank hold BBY as of Q4 2025.

  • LVW Advisors reported no remaining Best Buy position as of Q4 2025 after selling out during the quarter.
  • LVW Advisors sold 3,633 Best Buy shares in Q4 2025, an estimated $275K.
  • LVW Advisors first reported a position in Best Buy in Q4 2023 and held it in 8 quarters.
  • LVW Advisors's Best Buy position peaked at $626K in Q3 2024.
  • 911 funds tracked by Wall St. Rank held Best Buy as of Q4 2025.

Based on LVW Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.