Baldrige Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Baldrige Asset 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
2023 Q1	$89K	Buy	1,283 +25	+2%	+$1.76K	0.04%	149
2022 Q4	$91K	Hold	1,258	–	–	0.04%	145
2022 Q3	$89K	Hold	1,258	–	–	0.04%	138
2022 Q2	$97K	Hold	1,258	–	–	0.04%	135
2022 Q1	$92K	Hold	1,258	–	–	0.04%	145
2021 Q4	$78K	Hold	1,258	–	–	0.03%	146
2021 Q3	$74K	Sell	1,258 -33	-3%	-$2.17K	0.03%	145
2021 Q2	$86K	Buy	+1,291	New	+$84.2K	0.04%	139

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

Baldrige Asset Management's BMY Position: Q1 2023 in Review

Baldrige Asset Management increased its Bristol-Myers Squibb (BMY) stake by 2% in Q1 2023, buying an estimated $1.76K and bringing the position to 1,283 shares worth $89K. The position accounts for 0.04% of the portfolio, ranked #149.

Baldrige Asset Management first reported a position in BMY in Q2 2021 and has held it in 8 quarters since. The position peaked at $97K in Q2 2022. 2,540 funds tracked by Wall St. Rank hold BMY as of Q1 2023.

Baldrige Asset Management held 1,283 shares of Bristol-Myers Squibb worth $89K as of Q1 2023.
Baldrige Asset Management bought 25 Bristol-Myers Squibb shares in Q1 2023, an estimated $1.76K.
Bristol-Myers Squibb made up 0.04% of Baldrige Asset Management's portfolio in Q1 2023, its #149 holding.
Baldrige Asset Management first reported a position in Bristol-Myers Squibb in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's Bristol-Myers Squibb position peaked at $97K in Q2 2022.
2,540 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.