QTR Family Wealth’s Best Buy BBY Stock Holding History

QTR Family Wealth’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	-3,402	Closed	-$231K	–	292
2025 Q4	$231K	Buy	3,402 +30	+0.9%	+$2.29K	0.1%	237
2025 Q3	$255K	Buy	+3,372	New	+$242K	0.12%	194

Other funds holding BBY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

QTR Family Wealth's BBY Position: Q1 2026 in Review

QTR Family Wealth sold out of Best Buy (BBY) in Q1 2026, closing a stake of 3,402 shares — an estimated $231K sold.

QTR Family Wealth first reported a position in BBY in Q3 2025 and held it in 2 quarters. The position peaked at $255K in Q3 2025. 863 funds tracked by Wall St. Rank hold BBY as of Q1 2026.

QTR Family Wealth reported no remaining Best Buy position as of Q1 2026 after selling out during the quarter.
QTR Family Wealth sold 3,402 Best Buy shares in Q1 2026, an estimated $231K.
QTR Family Wealth first reported a position in Best Buy in Q3 2025 and held it in 2 quarters.
QTR Family Wealth's Best Buy position peaked at $255K in Q3 2025.
863 funds tracked by Wall St. Rank held Best Buy as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.