TWPM
BBY icon

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
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 $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Total Wealth Planning & Management's BBY Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Best Buy (BBY) stake by 6% in Q1 2026, buying an estimated $22.3K and bringing the position to 6,049 shares worth $388K. The position accounts for 0.29% of the portfolio, ranked #117.

Total Wealth Planning & Management first reported a position in BBY in Q4 2024 and has held it in 4 quarters since. The position peaked at $731K in Q4 2024. 860 funds tracked by Wall St. Rank hold BBY as of Q1 2026.

  • Total Wealth Planning & Management held 6,049 shares of Best Buy worth $388K as of Q1 2026.
  • Total Wealth Planning & Management bought 340 Best Buy shares in Q1 2026, an estimated $22.3K.
  • Best Buy made up 0.29% of Total Wealth Planning & Management's portfolio in Q1 2026, its #117 holding.
  • Total Wealth Planning & Management first reported a position in Best Buy in Q4 2024 and has held it in 4 quarters since.
  • Total Wealth Planning & Management's Best Buy position peaked at $731K in Q4 2024.
  • 860 funds tracked by Wall St. Rank held Best Buy as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.