Beacon Capital Management Inc (Ohio)’s Bristol-Myers Squibb BMY Stock Holding History

Beacon Capital Management Inc (Ohio)’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 Q4	–	Sell	-5	Closed	–	–	106
2022 Q3	$0	Buy	+5	New	+$363	﹤0.01%	76
2018 Q2	–	Sell	-51	Closed	-$2.75K	–	74
2018 Q1	$3K	Buy	51 +37	+264%	+$2.38K	﹤0.01%	60
2017 Q4	$1K	Buy	+14	New	+$876	﹤0.01%	62
2017 Q2	–	Sell	-3	Closed	–	–	83
2017 Q1	$0	Buy	+3	New	+$165	﹤0.01%	87
2016 Q1	–	Sell	-5	Closed	–	–	201
2015 Q4	$0	Buy	5 +4	+400%	+$264	﹤0.01%	258
2015 Q3	$0	Buy	+1	New	+$63	﹤0.01%	244
2014 Q2	–	Sell	-7	Closed	–	–	229
2014 Q1	$0	Buy	+7	New	+$372	﹤0.01%	248

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s BMY Position: Q4 2022 in Review

Beacon Capital Management Inc (Ohio) sold out of Bristol-Myers Squibb (BMY) in Q4 2022, closing a stake of 5 shares.

Beacon Capital Management Inc (Ohio) first reported a position in BMY in Q1 2014 and held it in 7 quarters. The position peaked at $3K in Q1 2018. 2,600 funds tracked by Wall St. Rank hold BMY as of Q4 2022.

Beacon Capital Management Inc (Ohio) reported no remaining Bristol-Myers Squibb position as of Q4 2022 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 5 Bristol-Myers Squibb shares in Q4 2022.
Beacon Capital Management Inc (Ohio) first reported a position in Bristol-Myers Squibb in Q1 2014 and held it in 7 quarters.
Beacon Capital Management Inc (Ohio)'s Bristol-Myers Squibb position peaked at $3K in Q1 2018.
2,600 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2022.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q4 2022, filed 12 Jan 2023.