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

BDO 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
2023
Q2 		$312K Buy
4,884
+3,353
+219% +$225K 0.04% 216
2023
Q1 		$106K Sell
1,531
-126
-8% -$8.89K 0.01% 317
2022
Q4 		$119K Hold
1,657
– – 0.01% 309
2022
Q3 		$118K Buy
1,657
+475
+40% +$34.5K 0.02% 310
2022
Q2 		$91K Sell
1,182
-100
-8% -$7.62K 0.01% 337
2022
Q1 		$94K Sell
1,282
-735
-36% -$49.4K 0.01% 343
2021
Q4 		$126K Sell
2,017
-579
-22% -$34K 0.01% 329
2021
Q3 		$154K Buy
2,596
+230
+10% +$15.1K 0.02% 313
2021
Q2 		$158K Buy
2,366
+400
+20% +$26.1K 0.02% 322
2021
Q1 		$124K Sell
1,966
-4,305
-69% -$268K 0.01% 340
2020
Q4 		$389K Sell
6,271
-265
-4% -$16.3K 0.05% 172
2020
Q3 		$394K Sell
6,536
-295
-4% -$17.8K 0.06% 151
2020
Q2 		$402K Sell
6,831
-400
-6% -$23.9K 0.07% 140
2020
Q1 		$403K Buy
7,231
+5,500
+318% +$336K 0.08% 133
2019
Q4 		$111K Buy
1,731
+750
+76% +$43K 0.03% 239
2019
Q3 		$50K Sell
981
-169
-15% -$7.94K 0.01% 312
2019
Q2 		$52K Sell
1,150
-400
-26% -$18.6K 0.01% 301
2019
Q1 		$74K Hold
1,550
– – 0.02% 246
2018
Q4 		$81K Sell
1,550
-1,282
-45% -$68.9K 0.03% 221
2018
Q3 		$176K Buy
2,832
+381
+16% +$22.6K 0.06% 169
2018
Q2 		$136K Sell
2,451
-949
-28% -$51.3K 0.05% 187
2018
Q1 		$215K Buy
3,400
+411
+14% +$26.4K 0.08% 122
2017
Q4 		$183K Buy
2,989
+125
+4% +$7.82K 0.08% 116
2017
Q3 		$183K Buy
2,864
+664
+30% +$38.8K 0.09% 107
2017
Q2 		$123K Buy
+2,200
New +$120K 0.05% 151

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

BDO Wealth Advisors's BMY Position: Q2 2023 in Review

BDO Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 219% in Q2 2023, buying an estimated $225K and bringing the position to 4,884 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #216.

BDO Wealth Advisors first reported a position in BMY in Q2 2017 and has held it in 25 quarters since. The position peaked at $403K in Q1 2020. 2,481 funds tracked by Wall St. Rank hold BMY as of Q2 2023.

  • BDO Wealth Advisors held 4,884 shares of Bristol-Myers Squibb worth $312K as of Q2 2023.
  • BDO Wealth Advisors bought 3,353 Bristol-Myers Squibb shares in Q2 2023, an estimated $225K.
  • Bristol-Myers Squibb made up 0.04% of BDO Wealth Advisors's portfolio in Q2 2023, its #216 holding.
  • BDO Wealth Advisors first reported a position in Bristol-Myers Squibb in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Bristol-Myers Squibb position peaked at $403K in Q1 2020.
  • 2,481 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.