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Total Wealth Planning & Management’s Best Buy BBY Stock Holding History

Total Wealth Planning & 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
Q2 		– Sell
-5,700
Closed -$366K – 218
2026
Q1 		$366K Buy
5,700
+300
+6% +$19.7K 0.27% 125
2025
Q4 		$361K Buy
+5,400
New +$412K 0.27% 127

Other funds holding BBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Total Wealth Planning & Management's BBY Position: Q2 2026 in Review

Total Wealth Planning & Management sold out of Best Buy (BBY) in Q2 2026, closing a stake of 6,049 shares — an estimated $388K sold.

Total Wealth Planning & Management first reported a position in BBY in Q4 2024 and held it in 4 quarters. The position peaked at $731K in Q4 2024. 870 funds tracked by Wall St. Rank hold BBY as of Q2 2026.

  • Total Wealth Planning & Management reported no remaining Best Buy position as of Q2 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 6,049 Best Buy shares in Q2 2026, an estimated $388K.
  • Total Wealth Planning & Management first reported a position in Best Buy in Q4 2024 and held it in 4 quarters.
  • Total Wealth Planning & Management's Best Buy position peaked at $731K in Q4 2024.
  • 870 funds tracked by Wall St. Rank held Best Buy as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.