Commonwealth Retirement Investments LLC BBY — BEST BUY INC COM

Ownership history in Commonwealth Retirement Investments LLC  ·  12 quarters on record

AI Ownership Summary

Commonwealth Retirement Investments LLC reported BEST BUY INC COM (BBY) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.4% in 2024 Q1. The latest visible filing shows BBY at 0.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BBY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Commonwealth Retirement Investments LLC's position in BEST BUY INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BBY was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.4% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BBY stock page Commonwealth Retirement Investments LLC fund profile Commonwealth Retirement Investments LLC full holdings
How Commonwealth Retirement Investments LLC held BBY — position size vs. price
% of Fund (quarterly)    BBY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 28,321 +1,652 +6.2% 0.56% $1.8M 2026-05-11 $56.86
2025 Q4 REDUCED — — — 26,669 -233 -0.9% 0.57% $1.8M 2026-02-11 $65.21
2025 Q3 ADDED — — — 26,902 +554 +2.1% 0.69% $2.0M 2025-11-04 $76.15
2025 Q2 REDUCED — — — 26,348 -897 -3.3% 0.67% $1.8M 2025-08-05 $63.44
2025 Q1 ADDED — — — 27,245 +412 +1.5% 0.82% $2.0M 2025-05-09 $64.32
2024 Q4 REDUCED — — — 26,833 -77 -0.3% 0.95% $2.3M 2025-02-04 $78.46
2024 Q3 REDUCED — — — 26,910 -442 -1.6% 1.17% $2.8M 2024-11-05 $84.73
2024 Q2 REDUCED 23.7% +23.7% ❌ 27,352 -8,515 -23.7% 1.06% $2.3M 2024-08-05 $72.53
2024 Q1 ADDED — — — 35,867 +758 +2.2% 1.40% $2.9M 2024-05-03 $66.65
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BBY

As of 2026 Q2 — sorted by position size

Gilman Hill Asset Management, LLC 3Y 7Y 1.46% Comprehensive Financial Consultants Institutional, Inc. 3Y 1.29% Carolina Wealth Advisors, LLC 3Y 1.05% MILLINGTON SECURITIES, LLC 0.73% VIKING FUND MANAGEMENT LLC 3Y 7Y 0.72% Royal Fund Management, LLC 3Y 0.32% J2 Capital Management Inc 3Y 0.32% 1620 INVESTMENT ADVISORS, INC. 3Y 0.25% CX Institutional 3Y 7Y 0.24% FIRST HORIZON CORP 3Y 7Y 0.23%

FAQ About Commonwealth Retirement Investments LLC and BBY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Commonwealth Retirement Investments LLC reported owning BBY?

Commonwealth Retirement Investments LLC reported BBY across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BBY position in Commonwealth Retirement Investments LLC's portfolio?

The largest reported portfolio weight for BBY was 1.40% in 2024 Q1.

What is the latest reported BBY position on this page?

The most recent filing on this page is 2026 Q1, when Commonwealth Retirement Investments LLC reported 28,321 shares, equal to 0.56% of portfolio, with an estimated market value of $1.8M.

What does the chart on this BBY ownership page compare?

The chart compares Commonwealth Retirement Investments LLC's quarterly BBY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Commonwealth Retirement Investments LLC time their BBY position?

Based on 13F filing dates vs. subsequent BBY price moves, Commonwealth Retirement Investments LLC correctly timed 6 out of 11 reported position changes (55%). The annualised alpha on BBY relative to SPY over the holding period was -87.7%.

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