EWM
BMY icon

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

Edge 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
2020
Q3 		– Sell
-5
Closed -$1K – 460
2020
Q2 		$1K Buy
+5
New +$299 ﹤0.01% 627

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Edge Wealth Management's BMY Position: Q2 2022 in Review

Edge Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q2 2022, closing a stake of 3,053 shares — an estimated $223K sold.

Edge Wealth Management first reported a position in BMY in Q1 2014 and held it in 32 quarters. The position peaked at $452K in Q2 2019. 2,540 funds tracked by Wall St. Rank hold BMY as of Q2 2022.

  • Edge Wealth Management reported no remaining Bristol-Myers Squibb position as of Q2 2022 after selling out during the quarter.
  • Edge Wealth Management sold 3,053 Bristol-Myers Squibb shares in Q2 2022, an estimated $223K.
  • Edge Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2014 and held it in 32 quarters.
  • Edge Wealth Management's Bristol-Myers Squibb position peaked at $452K in Q2 2019.
  • 2,540 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2022.

Based on Edge Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.