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Financial Architects (New Jersey)’s Bristol-Myers Squibb BMY Stock Holding History

Financial Architects (New Jersey)’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
2019
Q4 		– Sell
-6,000
Closed -$304K – 911
2019
Q3 		$304K Buy
6,000
+4,000
+200% +$188K 0.07% 186
2019
Q2 		$91K Hold
2,000
– – 0.02% 398
2019
Q1 		$95K Buy
+2,000
New +$99.6K 0.02% 463

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Financial Architects (New Jersey)'s BMY Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its Bristol-Myers Squibb (BMY) stake by 11% in Q2 2023, selling an estimated $57.5K and leaving 7,122 shares worth $455K. The position accounts for 0.07% of the portfolio, ranked #217.

Financial Architects (New Jersey) first reported a position in BMY in Q2 2013 and has held it in 41 quarters since. The position peaked at $1.18M in Q4 2016. 2,481 funds tracked by Wall St. Rank hold BMY as of Q2 2023.

  • Financial Architects (New Jersey) held 7,122 shares of Bristol-Myers Squibb worth $455K as of Q2 2023.
  • Financial Architects (New Jersey) sold 857 Bristol-Myers Squibb shares in Q2 2023, an estimated $57.5K.
  • Bristol-Myers Squibb made up 0.07% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #217 holding.
  • Financial Architects (New Jersey) first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 41 quarters since.
  • Financial Architects (New Jersey)'s Bristol-Myers Squibb position peaked at $1.18M in Q4 2016.
  • 2,481 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.