LVM CAPITAL MANAGEMENT LTD/MI BBY BEST BUY

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  3 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported BEST BUY (BBY) in 3 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.07% in 2024 Q2. The latest visible filing shows BBY at 0.05% 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.

What this BBY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LVM CAPITAL MANAGEMENT LTD/MI's position in BEST BUY, 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 Q2

BBY was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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.

How LVM CAPITAL MANAGEMENT LTD/MI 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 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 7,905 +390 +5.2% 0.05% $600 2026-07-09 $79.99
2024 Q3 UNCHANGED 7,515 0% 0.07% $633K 2024-10-03 $89.62
2024 Q2 INITIATED 7,515 0.07% $633K 2024-07-16 $78.88

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and BBY

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

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning BBY?

LVM CAPITAL MANAGEMENT LTD/MI reported BBY across 3 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported BBY position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for BBY was 0.07% in 2024 Q2.

What is the latest reported BBY position on this page?

The most recent filing on this page is 2026 Q2, when LVM CAPITAL MANAGEMENT LTD/MI reported 7,905 shares, equal to 0.05% of portfolio, with an estimated market value of $600.

What does the chart on this BBY ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI'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.

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