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Wealth Management Associates’s Best Buy BBY Stock Holding History

Wealth Management Associates’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 		$392K Hold
6,100
– – 0.14% 136
2025
Q4 		$408K Hold
6,100
– – 0.14% 135
2025
Q3 		$461K Buy
6,100
+1,750
+40% +$126K 0.16% 116
2025
Q2 		$292K Hold
4,350
– – 0.11% 166
2025
Q1 		$320K Hold
4,350
– – 0.14% 144
2024
Q4 		$373K Hold
4,350
– – 0.16% 123
2024
Q3 		$449K Buy
+4,350
New +$392K 0.2% 105

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

Wealth Management Associates's BBY Position: Q1 2026 in Review

Wealth Management Associates held its Best Buy (BBY) position steady in Q1 2026 at 6,100 shares worth $392K. The position accounts for 0.14% of the portfolio, ranked #136.

Wealth Management Associates first reported a position in BBY in Q3 2024 and has held it in 7 quarters since. The position peaked at $461K in Q3 2025. 860 funds tracked by Wall St. Rank hold BBY as of Q1 2026.

  • Wealth Management Associates held 6,100 shares of Best Buy worth $392K as of Q1 2026.
  • Wealth Management Associates left its Best Buy share count unchanged in Q1 2026.
  • Best Buy made up 0.14% of Wealth Management Associates's portfolio in Q1 2026, its #136 holding.
  • Wealth Management Associates first reported a position in Best Buy in Q3 2024 and has held it in 7 quarters since.
  • Wealth Management Associates's Best Buy position peaked at $461K in Q3 2025.
  • 860 funds tracked by Wall St. Rank held Best Buy as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.