AAFMAA Wealth Management & Trust’s Bristol-Myers Squibb BMY Stock Holding History

AAFMAA Wealth Management & Trust’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,839	Closed	-$280K	–	50
2022 Q1	$280K	Hold	3,839	–	–	0.13%	66
2021 Q4	$239K	Buy	+3,839	New	+$225K	0.1%	67
2021 Q1	–	Sell	-56,504	Closed	-$3.5M	–	67
2020 Q4	$3.5M	Buy	+56,504	New	+$3.47M	1.69%	28

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AAFMAA Wealth Management & Trust's BMY Position: Q2 2022 in Review

AAFMAA Wealth Management & Trust sold out of Bristol-Myers Squibb (BMY) in Q2 2022, closing a stake of 3,839 shares — an estimated $280K sold.

AAFMAA Wealth Management & Trust first reported a position in BMY in Q4 2020 and held it in 3 quarters. The position peaked at $3.5M in Q4 2020. 2,537 funds tracked by Wall St. Rank hold BMY as of Q2 2022.

AAFMAA Wealth Management & Trust reported no remaining Bristol-Myers Squibb position as of Q2 2022 after selling out during the quarter.
AAFMAA Wealth Management & Trust sold 3,839 Bristol-Myers Squibb shares in Q2 2022, an estimated $280K.
AAFMAA Wealth Management & Trust first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 3 quarters.
AAFMAA Wealth Management & Trust's Bristol-Myers Squibb position peaked at $3.5M in Q4 2020.
2,537 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2022.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2022, filed 12 Aug 2022.