Emerson Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Emerson Wealth’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 Q2	$21K	Hold	267	–	–	0.01%	45
2022 Q1	$20K	Buy	+267	New	+$17.9K	0.01%	46

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

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

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

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

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

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

Emerson Wealth's BMY Position: Q2 2022 in Review

Emerson Wealth held its Bristol-Myers Squibb (BMY) position steady in Q2 2022 at 267 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #45.

Emerson Wealth first reported a position in BMY in Q1 2022 and has held it in 2 quarters since. 2,537 funds tracked by Wall St. Rank hold BMY as of Q2 2022.

Emerson Wealth held 267 shares of Bristol-Myers Squibb worth $21K as of Q2 2022.
Emerson Wealth left its Bristol-Myers Squibb share count unchanged in Q2 2022.
Bristol-Myers Squibb made up 0.01% of Emerson Wealth's portfolio in Q2 2022, its #45 holding.
Emerson Wealth first reported a position in Bristol-Myers Squibb in Q1 2022 and has held it in 2 quarters since.
2,537 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.