Compton Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Compton Financial Group’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	–	Sell	-2,825	Closed	-$203K	–	34
2022 Q4	$203K	Hold	2,825	–	–	0.09%	33
2022 Q3	$201K	Hold	2,825	–	–	0.09%	30
2022 Q2	$218K	Hold	2,825	–	–	0.1%	31
2022 Q1	$206K	Buy	+2,825	New	+$190K	0.09%	33

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

Compton Financial Group's BMY Position: Q1 2023 in Review

Compton Financial Group sold out of Bristol-Myers Squibb (BMY) in Q1 2023, closing a stake of 2,825 shares — an estimated $203K sold.

Compton Financial Group first reported a position in BMY in Q1 2022 and held it in 4 quarters. The position peaked at $218K in Q2 2022. 2,540 funds tracked by Wall St. Rank hold BMY as of Q1 2023.

Compton Financial Group reported no remaining Bristol-Myers Squibb position as of Q1 2023 after selling out during the quarter.
Compton Financial Group sold 2,825 Bristol-Myers Squibb shares in Q1 2023, an estimated $203K.
Compton Financial Group first reported a position in Bristol-Myers Squibb in Q1 2022 and held it in 4 quarters.
Compton Financial Group's Bristol-Myers Squibb position peaked at $218K in Q2 2022.
2,540 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2023.

Based on Compton Financial Group's 13F filing for Q1 2023, filed 1 May 2023.