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Morningstar Investment Management’s Best Buy BBY Stock Holding History

Morningstar Investment 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 		– Sell
-13,554
Closed -$907K – 319
2025
Q4 		$907K Hold
13,554
– – 0.05% 226
2025
Q3 		$1.02M Buy
+13,554
New +$972K 0.04% 337

Other funds holding BBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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 $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morningstar Investment Management's BBY Position: Q1 2026 in Review

Morningstar Investment Management sold out of Best Buy (BBY) in Q1 2026, closing a stake of 13,554 shares — an estimated $907K sold.

Morningstar Investment Management first reported a position in BBY in Q3 2025 and held it in 2 quarters. The position peaked at $1.02M in Q3 2025. 863 funds tracked by Wall St. Rank hold BBY as of Q1 2026.

  • Morningstar Investment Management reported no remaining Best Buy position as of Q1 2026 after selling out during the quarter.
  • Morningstar Investment Management sold 13,554 Best Buy shares in Q1 2026, an estimated $907K.
  • Morningstar Investment Management first reported a position in Best Buy in Q3 2025 and held it in 2 quarters.
  • Morningstar Investment Management's Best Buy position peaked at $1.02M in Q3 2025.
  • 863 funds tracked by Wall St. Rank held Best Buy as of Q1 2026.

Based on Morningstar Investment Management's 13F filing for Q1 2026, filed 14 May 2026.