Doyle Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Doyle Wealth Management’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 Q3	–	Sell	-2,659	Closed	-$205K	–	207
2022 Q2	$205K	Buy	+2,659	New	+$203K	0.02%	202
2021 Q2	–	Sell	-9,084	Closed	-$573K	–	220
2021 Q1	$573K	Sell	9,084 -795	-8%	-$49.5K	0.05%	131
2020 Q4	$613K	Buy	9,879 +555	+6%	+$34.1K	0.06%	124
2020 Q3	$562K	Buy	9,324 +562	+6%	+$33.8K	0.07%	120
2020 Q2	$515K	Sell	8,762 -1,252	-13%	-$74.9K	0.07%	115
2020 Q1	$558K	Sell	10,014 -9,442	-49%	-$577K	0.09%	96
2019 Q4	$1.25M	Buy	19,456 +390	+2%	+$22.3K	0.16%	76
2019 Q3	$967K	Buy	19,066 +1,151	+6%	+$54.1K	0.13%	81
2019 Q2	$812K	Buy	17,915 +119	+0.7%	+$5.54K	0.11%	85
2019 Q1	$837K	Sell	17,796 -12,410	-41%	-$618K	0.12%	82
2018 Q4	$1.57M	Sell	30,206 -278,736	-90%	-$15M	0.27%	53
2018 Q3	$19.2M	Buy	308,942 +10,743	+4%	+$638K	2.98%	8
2018 Q2	$16.5M	Buy	298,199 +25,152	+9%	+$1.36M	2.72%	9
2018 Q1	$17.3M	Buy	273,047 +628	+0.2%	+$40.4K	2.91%	9
2017 Q4	$16.7M	Sell	272,419 -3,730	-1%	-$233K	2.82%	8
2017 Q3	$17.6M	Buy	276,149 +3,910	+1%	+$228K	3.08%	4
2017 Q2	$15.2M	Buy	272,239 +4,296	+2%	+$234K	2.81%	9
2017 Q1	$14.6M	Buy	+267,943	New	+$14.7M	2.97%	8

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

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

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

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

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

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

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

Doyle Wealth Management's BMY Position: Q3 2022 in Review

Doyle Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q3 2022, closing a stake of 2,659 shares — an estimated $205K sold.

Doyle Wealth Management first reported a position in BMY in Q1 2017 and held it in 18 quarters. The position peaked at $19.2M in Q3 2018. 2,469 funds tracked by Wall St. Rank hold BMY as of Q3 2022.

Doyle Wealth Management reported no remaining Bristol-Myers Squibb position as of Q3 2022 after selling out during the quarter.
Doyle Wealth Management sold 2,659 Bristol-Myers Squibb shares in Q3 2022, an estimated $205K.
Doyle Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2017 and held it in 18 quarters.
Doyle Wealth Management's Bristol-Myers Squibb position peaked at $19.2M in Q3 2018.
2,469 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.