Ahrens Investment Partners’s Bristol-Myers Squibb BMY Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$63.1K	Buy	+910	New	+$64.2K	0.03%	282
2022 Q3	–	Sell	-1,160	Closed	-$89K	–	254
2022 Q2	$89K	Buy	1,160 +20	+2%	+$1.52K	0.04%	240
2022 Q1	$83K	Buy	1,140 +400	+54%	+$26.9K	0.03%	303
2021 Q4	$46K	Buy	+740	New	+$43.4K	0.02%	417
2021 Q1	–	Sell	-4,973	Closed	-$308K	–	215
2020 Q4	$308K	Buy	+4,973	New	+$306K	0.17%	124
2019 Q3	–	Sell	-10,503	Closed	-$476K	–	166
2019 Q2	$476K	Buy	+10,503	New	+$489K	0.22%	74

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Ahrens Investment Partners's BMY Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Bristol-Myers Squibb (BMY) in Q1 2023: 910 shares worth $63.1K. The stake represents 0.03% of the portfolio and ranks #282 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in BMY as recently as Q2 2022.

Ahrens Investment Partners first reported a position in BMY in Q2 2019 and has held it in 6 quarters since. The position peaked at $476K in Q2 2019. 2,540 funds tracked by Wall St. Rank hold BMY as of Q1 2023.

Ahrens Investment Partners held 910 shares of Bristol-Myers Squibb worth $63.1K as of Q1 2023.
Bristol-Myers Squibb was a new Ahrens Investment Partners position in Q1 2023.
Bristol-Myers Squibb made up 0.03% of Ahrens Investment Partners's portfolio in Q1 2023, its #282 holding.
Ahrens Investment Partners first reported a position in Bristol-Myers Squibb in Q2 2019 and has held it in 6 quarters since.
Ahrens Investment Partners's Bristol-Myers Squibb position peaked at $476K in Q2 2019.
2,540 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.