BRWM
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B. Riley Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

B. Riley 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 		$392K Sell
97,506
-17,739
-15% -$1.35M 0.46% 16
2022
Q1 		$8.42M Sell
115,245
-14,116
-11% -$948K 0.65% 37
2021
Q4 		$8.07M Buy
129,361
+4,628
+4% +$271K 0.56% 38
2021
Q3 		$7.38M Buy
124,733
+20,009
+19% +$1.32M 0.57% 43
2021
Q2 		$7M Sell
104,724
-2,024
-2% -$132K 0.77% 37
2021
Q1 		$6.74M Sell
106,748
-2,462
-2% -$153K 0.79% 36
2020
Q4 		$6.77M Sell
109,210
-852
-0.8% -$52.4K 0.87% 29
2020
Q3 		$6.64M Sell
110,062
-10,021
-8% -$603K 0.78% 33
2020
Q2 		$7.06M Sell
120,083
-38,153
-24% -$2.28M 0.77% 32
2020
Q1 		$8.82M Buy
158,236
+138,573
+705% +$8.47M 0.93% 22
2019
Q4 		$1.26M Buy
19,663
+9,922
+102% +$568K 0.19% 118
2019
Q3 		$494K Buy
9,741
+2,795
+40% +$131K 0.09% 204
2019
Q2 		$314 Buy
6,946
+715
+11% +$33.3K 0.05% 274
2019
Q1 		$298K Sell
6,231
-1,050
-14% -$52.3K 0.05% 281
2018
Q4 		$378K Buy
7,281
+118
+2% +$6.34K 0.08% 210
2018
Q3 		$445K Buy
+7,163
New +$425K 0.11% 160
2016
Q1 		$386K Buy
6,048
+1,028
+20% +$64.8K 0.58% 57
2015
Q4 		$345K Sell
5,020
-4,176
-45% -$276K 0.44% 81
2015
Q3 		$544K Buy
9,196
+982
+12% +$62.3K 0.77% 34
2015
Q2 		$546K Sell
8,214
-12,217
-60% -$805K 0.43% 43
2015
Q1 		$1.32M Buy
20,431
+10,335
+102% +$647K 0.99% 12
2014
Q4 		$595K Buy
10,096
+2,434
+32% +$137K 0.49% 44
2014
Q3 		$392K Buy
7,662
+533
+7% +$26.6K 0.29% 91
2014
Q2 		$345K Buy
7,129
+1,053
+17% +$51.9K 0.22% 121
2014
Q1 		$316K Buy
+6,076
New +$323K 0.23% 113

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

B. Riley Wealth Management's BMY Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 15% in Q2 2022, selling an estimated $1.35M and leaving 97,506 shares worth $392K. The position accounts for 0.46% of the portfolio, ranked #16.

B. Riley Wealth Management first reported a position in BMY in Q1 2014 and has held it in 25 quarters since. The position peaked at $8.82M in Q1 2020. 2,537 funds tracked by Wall St. Rank hold BMY as of Q2 2022.

  • B. Riley Wealth Management held 97,506 shares of Bristol-Myers Squibb worth $392K as of Q2 2022.
  • B. Riley Wealth Management sold 17,739 Bristol-Myers Squibb shares in Q2 2022, an estimated $1.35M.
  • Bristol-Myers Squibb made up 0.46% of B. Riley Wealth Management's portfolio in Q2 2022, its #16 holding.
  • B. Riley Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2014 and has held it in 25 quarters since.
  • B. Riley Wealth Management's Bristol-Myers Squibb position peaked at $8.82M in Q1 2020.
  • 2,537 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.