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Mowery & Schoenfeld Wealth Management’s Best Buy BBY Stock Holding History

Mowery & Schoenfeld 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
Q1 		– Sell
-22
Closed -$1.47K – 371
2025
Q4 		$1.47K Buy
+22
New +$1.68K ﹤0.01% 419
2025
Q1 		– Sell
-31
Closed -$2.66K – 471
2024
Q4 		$2.66K Buy
+31
New +$2.83K 0.01% 371

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's BBY Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Best Buy (BBY) in Q1 2026, closing a stake of 22 shares — an estimated $1.47K sold.

Mowery & Schoenfeld Wealth Management first reported a position in BBY in Q4 2024 and held it in 2 quarters. The position peaked at $2.66K in Q4 2024. 867 funds tracked by Wall St. Rank hold BBY as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Best Buy position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 22 Best Buy shares in Q1 2026, an estimated $1.47K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Best Buy in Q4 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's Best Buy position peaked at $2.66K in Q4 2024.
  • 867 funds tracked by Wall St. Rank held Best Buy as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.