Credential Securities’s Bristol-Myers Squibb BMY Stock Holding History

Credential Securities’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
2018 Q2	$564K	Sell	10,190 -402	-4%	-$21.7K	0.13%	105
2018 Q1	$670K	Buy	10,592 +7,234	+215%	+$465K	0.16%	100
2017 Q4	$206K	Sell	3,358 -362	-10%	-$22.6K	0.05%	167
2017 Q3	$237K	Sell	3,720 -122	-3%	-$7.12K	0.06%	163
2017 Q2	$214K	Sell	3,842 -1,033	-21%	-$56.2K	0.07%	167
2017 Q1	$265K	Buy	4,875 +2,334	+92%	+$128K	0.09%	152
2016 Q4	$148K	Buy	2,541 +2,349	+1,223%	+$128K	0.06%	169
2016 Q3	$10.4K	Buy	192 +175	+1,029%	+$11.2K	﹤0.01%	210
2016 Q2	$1.25K	Buy	+17	New	+$1.2K	﹤0.01%	230

Other funds holding BMY

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Credential Securities's BMY Position: Q2 2018 in Review

Credential Securities reduced its Bristol-Myers Squibb (BMY) stake by 3.8% in Q2 2018, selling an estimated $21.7K and leaving 10,190 shares worth $564K. The position accounts for 0.13% of the portfolio, ranked #105.

Credential Securities first reported a position in BMY in Q2 2016 and has held it in 9 quarters since. The position peaked at $670K in Q1 2018. 1,692 funds tracked by Wall St. Rank hold BMY as of Q2 2018.

Credential Securities held 10,190 shares of Bristol-Myers Squibb worth $564K as of Q2 2018.
Credential Securities sold 402 Bristol-Myers Squibb shares in Q2 2018, an estimated $21.7K.
Bristol-Myers Squibb made up 0.13% of Credential Securities's portfolio in Q2 2018, its #105 holding.
Credential Securities first reported a position in Bristol-Myers Squibb in Q2 2016 and has held it in 9 quarters since.
Credential Securities's Bristol-Myers Squibb position peaked at $670K in Q1 2018.
1,692 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.