Eric H. Schoenstein's Jensen Investment Management sold its entire Best Buy Co Inc (BBY) position in 2026 Q2, according to the 13F-HR filed with the SEC on August 7, 2026. The prior filing listed 24.7K shares worth about $1.6M, 0.03% of the portfolio; the 2026 Q2 filing lists none. BBY had been in the portfolio for 12 years, since the quarter ended June 30, 2014.
What did the 2026 Q2 filing report for BBY?
As of June 30, 2026, from the 13F-HR filed August 7, 2026.
| Before | After | |
|---|---|---|
| Shares | 24.7K | 0 |
| Reported value | $1.6M | $0 |
| Portfolio weight | 0.03% | 0% |
| Held since | 2014 Q2 | sold out in 2026 Q2 |
| Quarters held | 48 |
What did Eric H. Schoenstein sell?
Eric H. Schoenstein sold 24.7K shares of BBY between the quarter ended March 31, 2026 and June 30, 2026. The BBY exit was the 33rd largest of the quarter's 80 position changes by percent change to portfolio.
Where does BBY sit in the Eric H. Schoenstein portfolio?
Before the sale, BBY carried 0.03% of the Eric H. Schoenstein portfolio, below the fund's average stock position of 1%. The largest stock position is GOOGL at 6.91%. Next come MSFT at 6.67% and AMZN at 6.09%. The three largest stocks together are 19.66% of the book. Across the 2026 Q2 portfolio, Eric H. Schoenstein reported 83 stock positions, with 1 opened and 2 closed. The total portfolio value is about $4.1B, down 19% from the prior quarter.
How long has Eric H. Schoenstein held BBY?
Eric H. Schoenstein held BBY for 12 years, from the quarter ended June 30, 2014 to March 31, 2026. The fund sold out of the name in 2014 Q1 and came back in 2014 Q2. The weight peaked at 0.06% in 2022 Q1. The share count had been unchanged the quarter before. Every reported trade is on the Eric H. Schoenstein BBY trade history page.
FAQ
How many BBY shares did Eric H. Schoenstein sell?
Eric H. Schoenstein sold all 24.7K shares of BBY it reported a quarter earlier, worth about $1.6M.
When did Eric H. Schoenstein first buy BBY?
Eric H. Schoenstein has held BBY since at least the quarter ended June 30, 2013, the start of the filings we track.
How much of the Eric H. Schoenstein portfolio was BBY?
BBY was 0.03% of the Eric H. Schoenstein portfolio at the prior quarter-end, and 0% after the sale.