Brainard Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$221K Buy
3,195
+25
+0.8% +$1.76K 0.17% 75
2022
Q4
$228K Buy
+3,170
New +$239K 0.19% 78

Other funds holding BMY

Brainard Capital Management's BMY Position: Q1 2023 in Review

Brainard Capital Management increased its Bristol-Myers Squibb (BMY) stake by 0.79% in Q1 2023, buying an estimated $1.76K and bringing the position to 3,195 shares worth $221K. The position accounts for 0.17% of the portfolio, ranked #75.

Brainard Capital Management first reported a position in BMY in Q4 2022 and has held it in 2 quarters since. The position peaked at $228K in Q4 2022. 2,542 funds tracked by Wall St. Rank hold BMY as of Q1 2023.

  • Brainard Capital Management held 3,195 shares of Bristol-Myers Squibb worth $221K as of Q1 2023.
  • Brainard Capital Management bought 25 Bristol-Myers Squibb shares in Q1 2023, an estimated $1.76K.
  • Bristol-Myers Squibb made up 0.17% of Brainard Capital Management's portfolio in Q1 2023, its #75 holding.
  • Brainard Capital Management first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 2 quarters since.
  • Brainard Capital Management's Bristol-Myers Squibb position peaked at $228K in Q4 2022.
  • 2,542 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.