CFO4Life’s Bristol-Myers Squibb BMY Stock Holding History

CFO4Life’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	$276K	Buy	+3,837	New	+$289K	0.06%	140
2016 Q1	–	Sell	-19,201	Closed	-$1.32M	–	87
2015 Q4	$1.32M	Sell	19,201 -516	-3%	-$34.1K	1.25%	17
2015 Q3	$1.17M	Buy	19,717 +83	+0.4%	+$5.26K	1.24%	17
2015 Q2	$1.31M	Buy	19,634 +182	+0.9%	+$12K	1.09%	22
2015 Q1	$1.25M	Buy	19,452 +2,248	+13%	+$141K	1.05%	21
2014 Q4	$1.02M	Buy	+17,204	New	+$970K	0.84%	19

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

CFO4Life's BMY Position: Q4 2022 in Review

CFO4Life opened a new position in Bristol-Myers Squibb (BMY) in Q4 2022: 3,837 shares worth $276K. The stake represents 0.06% of the portfolio and ranks #140 among its holdings. This is a return to the name: CFO4Life previously reported a position in BMY as recently as Q4 2015.

CFO4Life first reported a position in BMY in Q4 2014 and has held it in 6 quarters since. The position peaked at $1.32M in Q4 2015. 2,602 funds tracked by Wall St. Rank hold BMY as of Q4 2022.

CFO4Life held 3,837 shares of Bristol-Myers Squibb worth $276K as of Q4 2022.
Bristol-Myers Squibb was a new CFO4Life position in Q4 2022.
Bristol-Myers Squibb made up 0.06% of CFO4Life's portfolio in Q4 2022, its #140 holding.
CFO4Life first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 6 quarters since.
CFO4Life's Bristol-Myers Squibb position peaked at $1.32M in Q4 2015.
2,602 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.