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Bel Air Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Bel Air Investment 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 		$1.45M Sell
21,670
-6,569
-23% -$428K 0.04% 154
2021
Q1 		$1.78M Buy
+28,239
New +$1.76M 0.06% 135

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bel Air Investment Advisors's BMY Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its Bristol-Myers Squibb (BMY) stake by 23% in Q2 2021, selling an estimated $428K and leaving 21,670 shares worth $1.45M. The position accounts for 0.04% of the portfolio, ranked #154.

Bel Air Investment Advisors first reported a position in BMY in Q1 2021 and has held it in 2 quarters since. The position peaked at $1.78M in Q1 2021. 2,370 funds tracked by Wall St. Rank hold BMY as of Q2 2021.

  • Bel Air Investment Advisors held 21,670 shares of Bristol-Myers Squibb worth $1.45M as of Q2 2021.
  • Bel Air Investment Advisors sold 6,569 Bristol-Myers Squibb shares in Q2 2021, an estimated $428K.
  • Bristol-Myers Squibb made up 0.04% of Bel Air Investment Advisors's portfolio in Q2 2021, its #154 holding.
  • Bel Air Investment Advisors first reported a position in Bristol-Myers Squibb in Q1 2021 and has held it in 2 quarters since.
  • Bel Air Investment Advisors's Bristol-Myers Squibb position peaked at $1.78M in Q1 2021.
  • 2,370 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.