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Perigon Wealth Management’s Best Buy BBY Stock Holding History

Perigon 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
-7,504
Closed -$502K – 1305
2025
Q4 		$502K Buy
7,504
+1,426
+23% +$109K 0.01% 800
2025
Q3 		$460K Buy
+6,078
New +$436K 0.01% 774
2021
Q1 		– Sell
-843
Closed -$84K – 535
2020
Q4 		$84K Buy
+843
New +$94.3K 0.01% 590

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

Perigon Wealth Management's BBY Position: Q1 2026 in Review

Perigon Wealth Management sold out of Best Buy (BBY) in Q1 2026, closing a stake of 7,504 shares — an estimated $502K sold.

Perigon Wealth Management first reported a position in BBY in Q4 2020 and held it in 3 quarters. The position peaked at $502K in Q4 2025. 860 funds tracked by Wall St. Rank hold BBY as of Q1 2026.

  • Perigon Wealth Management reported no remaining Best Buy position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 7,504 Best Buy shares in Q1 2026, an estimated $502K.
  • Perigon Wealth Management first reported a position in Best Buy in Q4 2020 and held it in 3 quarters.
  • Perigon Wealth Management's Best Buy position peaked at $502K in Q4 2025.
  • 860 funds tracked by Wall St. Rank held Best Buy as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.