ARS Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

ARS Wealth Advisors’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
2021 Q2	$431K	Buy	6,455 +463	+8%	+$30.2K	0.08%	86
2021 Q1	$378K	Sell	5,992 -889	-13%	-$55.3K	0.08%	84
2020 Q4	$427K	Buy	6,881 +152	+2%	+$9.35K	0.09%	80
2020 Q3	$406K	Sell	6,729 -374	-5%	-$22.5K	0.11%	69
2020 Q2	$418K	Buy	7,103 +871	+14%	+$52.1K	0.13%	64
2020 Q1	$347K	Buy	6,232 +85	+1%	+$5.2K	0.15%	66
2019 Q4	$395K	Buy	+6,147	New	+$352K	0.11%	71
2018 Q4	–	Sell	-3,934	Closed	-$244K	–	105
2018 Q3	$244K	Buy	+3,934	New	+$233K	0.08%	103
2018 Q2	–	Sell	-4,025	Closed	-$255K	–	113
2018 Q1	$255K	Buy	4,025 +144	+4%	+$9.26K	0.1%	98
2017 Q4	$238K	Sell	3,881 -35	-0.9%	-$2.19K	0.09%	108
2017 Q3	$250K	Buy	3,916 +236	+6%	+$13.8K	0.1%	107
2017 Q2	$205K	Buy	3,680 +10	+0.3%	+$544	0.08%	111
2017 Q1	$200K	Sell	3,670 -1,246	-25%	-$68.3K	0.09%	110
2016 Q4	$287K	Sell	4,916 -3,359	-41%	-$184K	0.13%	75
2016 Q3	$446K	Hold	8,275	–	–	0.19%	55
2016 Q2	$609K	Buy	8,275 +900	+12%	+$63.6K	0.26%	40
2016 Q1	$471K	Hold	7,375	–	–	0.22%	46
2015 Q4	$507K	Buy	+7,375	New	+$487K	0.26%	40
2014 Q2	–	Sell	-4,770	Closed	-$248K	–	76
2014 Q1	$248K	Sell	4,770 -998	-17%	-$53.1K	0.15%	49
2013 Q4	$307K	Buy	+5,768	New	+$294K	0.19%	43

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

ARS Wealth Advisors's BMY Position: Q2 2021 in Review

ARS Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 7.7% in Q2 2021, buying an estimated $30.2K and bringing the position to 6,455 shares worth $431K. The position accounts for 0.08% of the portfolio, ranked #86.

ARS Wealth Advisors first reported a position in BMY in Q4 2013 and has held it in 20 quarters since. The position peaked at $609K in Q2 2016. 2,370 funds tracked by Wall St. Rank hold BMY as of Q2 2021.

ARS Wealth Advisors held 6,455 shares of Bristol-Myers Squibb worth $431K as of Q2 2021.
ARS Wealth Advisors bought 463 Bristol-Myers Squibb shares in Q2 2021, an estimated $30.2K.
Bristol-Myers Squibb made up 0.08% of ARS Wealth Advisors's portfolio in Q2 2021, its #86 holding.
ARS Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2013 and has held it in 20 quarters since.
ARS Wealth Advisors's Bristol-Myers Squibb position peaked at $609K in Q2 2016.
2,370 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.