PWMG
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Private Wealth Management Group’s Best Buy BBY Stock Holding History

Private Wealth Management Group’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
-15
Closed -$1K – 1444
2025
Q4 		$1K Sell
15
-43
-74% -$3.28K ﹤0.01% 1269
2025
Q3 		$4.39K Hold
58
– – ﹤0.01% 842
2025
Q2 		$3.89K Sell
58
-14
-19% -$951 ﹤0.01% 854
2025
Q1 		$5.3K Sell
72
-12
-14% -$989 ﹤0.01% 705
2024
Q4 		$7.21K Buy
84
+7
+9% +$639 ﹤0.01% 598
2024
Q3 		$7.96K Sell
77
-21
-21% -$1.89K ﹤0.01% 533
2024
Q2 		$8.26K Buy
98
+22
+29% +$1.75K ﹤0.01% 501
2024
Q1 		$6.24K Buy
76
+15
+25% +$1.14K ﹤0.01% 555
2023
Q4 		$4.78K Buy
+61
New +$4.3K ﹤0.01% 648

Other funds holding BBY

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return