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Sowell Financial Services’s Best Buy BBY Stock Holding History

Sowell Financial Services’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
Q2 		$668K Buy
8,809
+218
+3% +$14.5K 0.02% 569
2026
Q1 		$552K Buy
8,591
+1,679
+24% +$110K 0.02% 606
2025
Q4 		$463K Buy
6,912
+385
+6% +$29.4K 0.02% 671
2025
Q3 		$494K Buy
6,527
+309
+5% +$22.2K 0.02% 634
2025
Q2 		$417K Buy
6,218
+991
+19% +$67.3K 0.02% 665
2025
Q1 		$385K Buy
+5,227
New +$431K 0.02% 664
2023
Q4 		– Sell
-11,145
Closed -$785K – 530
2023
Q3 		$785K Sell
11,145
-97
-0.9% -$7.5K 0.05% 339
2023
Q2 		$936K Buy
11,242
+7,537
+203% +$563K 0.05% 368
2023
Q1 		$290K Buy
+3,705
New +$305K 0.02% 569
2021
Q2 		– Sell
-5,868
Closed -$704K – 735
2021
Q1 		$704K Buy
5,868
+1,934
+49% +$217K 0.02% 522
2020
Q4 		$393K Sell
3,934
-25,658
-87% -$2.87M 0.02% 599
2020
Q3 		$3.29M Buy
29,592
+7,348
+33% +$751K 0.16% 118
2020
Q2 		$1.94M Buy
22,244
+18,901
+565% +$1.43M 0.11% 177
2020
Q1 		$191K Sell
3,343
-1,515
-31% -$120K 0.01% 660
2019
Q4 		$427K Buy
4,858
+3,520
+263% +$269K 0.03% 494
2019
Q3 		$92K Buy
+1,338
New +$93.3K 0.01% 850
2018
Q4 		– Sell
-6,426
Closed -$510K – 465
2018
Q3 		$510K Buy
6,426
+287
+5% +$22.2K 0.07% 193
2018
Q2 		$473K Buy
+6,139
New +$454K 0.1% 177
2017
Q1 		– Sell
-56
Closed -$3K – 281
2016
Q4 		$3K Buy
+56
New +$2.38K ﹤0.01% 561

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
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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Sowell Financial Services's BBY Position: Q2 2026 in Review

Sowell Financial Services increased its Best Buy (BBY) stake by 2.5% in Q2 2026, buying an estimated $14.5K and bringing the position to 8,809 shares worth $668K. The position accounts for 0.02% of the portfolio, ranked #569.

Sowell Financial Services first reported a position in BBY in Q4 2016 and has held it in 19 quarters since. The position peaked at $3.29M in Q3 2020. 864 funds tracked by Wall St. Rank hold BBY as of Q2 2026.

  • Sowell Financial Services held 8,809 shares of Best Buy worth $668K as of Q2 2026.
  • Sowell Financial Services bought 218 Best Buy shares in Q2 2026, an estimated $14.5K.
  • Best Buy made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #569 holding.
  • Sowell Financial Services first reported a position in Best Buy in Q4 2016 and has held it in 19 quarters since.
  • Sowell Financial Services's Best Buy position peaked at $3.29M in Q3 2020.
  • 864 funds tracked by Wall St. Rank held Best Buy as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.