Altus Wealth Group’s Bristol-Myers Squibb BMY Stock Holding History

Altus Wealth Group’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 Q2	–	Sell	-3,076	Closed	-$213K	–	137
2023 Q1	$213K	Hold	3,076	–	–	0.14%	121
2022 Q4	$221K	Buy	+3,076	New	+$232K	0.17%	118
2022 Q2	–	Sell	-3,076	Closed	-$225K	–	111
2022 Q1	$225K	Buy	+3,076	New	+$207K	0.18%	102
2021 Q3	–	Sell	-3,075	Closed	-$205K	–	110
2021 Q2	$205K	Sell	3,075 -192	-6%	-$12.5K	0.2%	108
2021 Q1	$209K	Sell	3,267 -17	-0.5%	-$1.06K	0.21%	98
2020 Q4	$204K	Buy	+3,284	New	+$202K	0.2%	93

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

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

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

Norges Bank Oslo, Norway $935B AUM

Altus Wealth Group's BMY Position: Q2 2023 in Review

Altus Wealth Group sold out of Bristol-Myers Squibb (BMY) in Q2 2023, closing a stake of 3,076 shares — an estimated $213K sold.

Altus Wealth Group first reported a position in BMY in Q4 2020 and held it in 6 quarters. The position peaked at $225K in Q1 2022. 2,480 funds tracked by Wall St. Rank hold BMY as of Q2 2023.

Altus Wealth Group reported no remaining Bristol-Myers Squibb position as of Q2 2023 after selling out during the quarter.
Altus Wealth Group sold 3,076 Bristol-Myers Squibb shares in Q2 2023, an estimated $213K.
Altus Wealth Group first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 6 quarters.
Altus Wealth Group's Bristol-Myers Squibb position peaked at $225K in Q1 2022.
2,480 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2023.

Based on Altus Wealth Group's 13F filing for Q2 2023, filed 3 Aug 2023.