AWM
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Altium Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Altium Wealth Management’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 		$1.78M Buy
23,155
+5,153
+29% +$392K 0.13% 97
2022
Q1 		$1.31M Buy
18,002
+3,463
+24% +$233K 0.08% 131
2021
Q4 		$907K Sell
14,539
-2,234
-13% -$131K 0.06% 163
2021
Q3 		$992K Sell
16,773
-15
-0.1% -$988 0.07% 134
2021
Q2 		$1.12M Sell
16,788
-2,853
-15% -$186K 0.08% 114
2021
Q1 		$1.24M Sell
19,641
-1,104
-5% -$68.7K 0.1% 101
2020
Q4 		$1.29M Sell
20,745
-1,914
-8% -$118K 0.11% 94
2020
Q3 		$1.37M Buy
22,659
+467
+2% +$28.1K 0.14% 81
2020
Q2 		$1.3M Buy
22,192
+3,888
+21% +$233K 0.15% 78
2020
Q1 		$1.02M Buy
18,304
+2,015
+12% +$123K 0.14% 80
2019
Q4 		$1.05M Buy
16,289
+8,285
+104% +$474K 0.13% 93
2019
Q3 		$406K Buy
8,004
+292
+4% +$13.7K 0.05% 180
2019
Q2 		$350K Sell
7,712
-2,027
-21% -$94.4K 0.05% 198
2019
Q1 		$465K Sell
9,739
-2,756
-22% -$137K 0.07% 167
2018
Q4 		$649K Sell
12,495
-10
-0.1% -$537 0.12% 118
2018
Q3 		$776K Buy
12,505
+564
+5% +$33.5K 0.15% 108
2018
Q2 		$661K Buy
11,941
+1,980
+20% +$107K 0.18% 97
2018
Q1 		$630K Buy
9,961
+17
+0.2% +$1.09K 0.25% 67
2017
Q4 		$609K Buy
+9,944
New +$622K 0.28% 65

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Altium Wealth Management's BMY Position: Q2 2022 in Review

Altium Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 29% in Q2 2022, buying an estimated $392K and bringing the position to 23,155 shares worth $1.78M. The position accounts for 0.13% of the portfolio, ranked #97.

Altium Wealth Management first reported a position in BMY in Q4 2017 and has held it in 19 quarters since. 2,537 funds tracked by Wall St. Rank hold BMY as of Q2 2022.

  • Altium Wealth Management held 23,155 shares of Bristol-Myers Squibb worth $1.78M as of Q2 2022.
  • Altium Wealth Management bought 5,153 Bristol-Myers Squibb shares in Q2 2022, an estimated $392K.
  • Bristol-Myers Squibb made up 0.13% of Altium Wealth Management's portfolio in Q2 2022, its #97 holding.
  • Altium Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 19 quarters since.
  • 2,537 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.