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Whipplewood Advisors’s Best Buy BBY Stock Holding History

Whipplewood Advisors’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 		$1.29K Sell
17
-132
-89% -$8.77K ﹤0.01% 508
2026
Q1 		$9.57K Buy
+149
New +$9.78K 0.01% 499
2025
Q3 		– Sell
-154
Closed -$10.3K – 382
2025
Q2 		$10.3K Buy
154
+138
+863% +$9.38K 0.01% 559
2025
Q1 		$11K Sell
16
-133
-89% -$11K 0.01% 548
2024
Q4 		$12.8K Buy
+149
New +$13.6K 0.01% 519

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

Whipplewood Advisors's BBY Position: Q2 2026 in Review

Whipplewood Advisors reduced its Best Buy (BBY) stake by 89% in Q2 2026, selling an estimated $8.77K and leaving 17 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Whipplewood Advisors first reported a position in BBY in Q4 2024 and has held it in 5 quarters since. The position peaked at $12.8K in Q4 2024. 864 funds tracked by Wall St. Rank hold BBY as of Q2 2026.

  • Whipplewood Advisors held 17 shares of Best Buy worth $1.29K as of Q2 2026.
  • Whipplewood Advisors sold 132 Best Buy shares in Q2 2026, an estimated $8.77K.
  • Best Buy made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #508 holding.
  • Whipplewood Advisors first reported a position in Best Buy in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Best Buy position peaked at $12.8K in Q4 2024.
  • 864 funds tracked by Wall St. Rank held Best Buy as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.