Michels Family Financial, LLC BBY — BEST BUY INC

Ownership history in Michels Family Financial, LLC  ·  4 quarters on record

AI Ownership Summary

Michels Family Financial, LLC reported BEST BUY INC (BBY) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.45% in 2025 Q3. The latest visible filing shows BBY at 0.38% 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 Michels Family Financial, LLC's position in BEST BUY INC, 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 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 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.

BBY stock page Michels Family Financial, LLC fund profile Michels Family Financial, LLC full holdings
How Michels Family Financial, 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 7,886 +146 +1.9% 0.38% $598K 2026-08-14 $85.52
2026 Q1 ADDED — — — 7,740 +271 +3.6% 0.36% $497K 2026-04-24 $59.04
2025 Q4 REDUCED — — — 7,469 -99 -1.3% 0.37% $500K 2026-02-19 $63.78
2025 Q3 INITIATED — — — 7,568 — — 0.45% $572K 2025-11-10 $74.20

🏢 Other funds also holding BBY

As of 2026 Q3 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.06% GoalVest Advisory LLC 3Y 0.0% Planning Strategies Inc. 0.0%

FAQ About Michels Family Financial, 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 Michels Family Financial, LLC reported owning BBY?

Michels Family Financial, LLC reported BBY across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported BBY position in Michels Family Financial, LLC's portfolio?

The largest reported portfolio weight for BBY was 0.45% in 2025 Q3.

What is the latest reported BBY position on this page?

The most recent filing on this page is 2026 Q2, when Michels Family Financial, LLC reported 7,886 shares, equal to 0.38% of portfolio, with an estimated market value of $598K.

What does the chart on this BBY ownership page compare?

The chart compares Michels Family Financial, 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 Michels Family Financial, LLC time their BBY position?

Based on 13F filing dates vs. subsequent BBY price moves, Michels Family Financial, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on BBY relative to SPY over the holding period was +6045.4%.

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