Summit Financial’s Best Buy BBY Stock Holding History

Summit Financial’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
2025 Q1	–	Sell	-3,992	Closed	-$346K	–	710
2024 Q4	$346K	Buy	+3,992	New	+$364K	0.01%	508

Other funds holding BBY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Financial's BBY Position: Q1 2025 in Review

Summit Financial sold out of Best Buy (BBY) in Q1 2025, closing a stake of 3,992 shares — an estimated $346K sold.

Summit Financial first reported a position in BBY in Q4 2024 and held it in 1 quarter. The position peaked at $346K in Q4 2024. 816 funds tracked by Wall St. Rank hold BBY as of Q1 2025.

Summit Financial reported no remaining Best Buy position as of Q1 2025 after selling out during the quarter.
Summit Financial sold 3,992 Best Buy shares in Q1 2025, an estimated $346K.
Summit Financial first reported a position in Best Buy in Q4 2024 and held it in 1 quarter.
Summit Financial's Best Buy position peaked at $346K in Q4 2024.
816 funds tracked by Wall St. Rank held Best Buy as of Q1 2025.

Based on Summit Financial's 13F filing for Q1 2025, filed 14 May 2025.