Clear Perspectives Financial Planning’s Bristol-Myers Squibb BMY Stock Holding History

Clear Perspectives Financial Planning’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 Q1	$176K	Hold	2,546	–	–	0.1%	43
2022 Q4	$183K	Hold	2,546	–	–	0.1%	47
2022 Q3	$181K	Buy	+2,546	New	+$185K	0.09%	49
2022 Q1	–	Sell	-250	Closed	-$16K	–	216
2021 Q4	$16K	Buy	+250	New	+$14.7K	0.01%	154

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Clear Perspectives Financial Planning's BMY Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Bristol-Myers Squibb (BMY) position steady in Q1 2023 at 2,546 shares worth $176K. The position accounts for 0.1% of the portfolio, ranked #43.

Clear Perspectives Financial Planning first reported a position in BMY in Q4 2021 and has held it in 4 quarters since. The position peaked at $183K in Q4 2022. 2,540 funds tracked by Wall St. Rank hold BMY as of Q1 2023.

Clear Perspectives Financial Planning held 2,546 shares of Bristol-Myers Squibb worth $176K as of Q1 2023.
Clear Perspectives Financial Planning left its Bristol-Myers Squibb share count unchanged in Q1 2023.
Bristol-Myers Squibb made up 0.1% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #43 holding.
Clear Perspectives Financial Planning first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 4 quarters since.
Clear Perspectives Financial Planning's Bristol-Myers Squibb position peaked at $183K in Q4 2022.
2,540 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.