Financial Partners Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Financial Partners Capital 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 Q4	$349K	Hold	4,847	–	–	0.08%	102
2022 Q3	$345K	Hold	4,847	–	–	0.08%	103
2022 Q2	$373K	Hold	4,847	–	–	0.08%	103
2022 Q1	$354K	Buy	4,847 +22	+0.5%	+$1.48K	0.07%	106
2021 Q4	$301K	Buy	4,825 +425	+10%	+$24.9K	0.05%	106
2021 Q3	$260K	Hold	4,400	–	–	0.05%	103
2021 Q2	$294K	Hold	4,400	–	–	0.05%	99
2021 Q1	$278K	Buy	+4,400	New	+$274K	0.06%	98

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Financial Partners Capital Management's BMY Position: Q4 2022 in Review

Financial Partners Capital Management held its Bristol-Myers Squibb (BMY) position steady in Q4 2022 at 4,847 shares worth $349K. The position accounts for 0.08% of the portfolio, ranked #102.

Financial Partners Capital Management first reported a position in BMY in Q1 2021 and has held it in 8 quarters since. The position peaked at $373K in Q2 2022. 2,600 funds tracked by Wall St. Rank hold BMY as of Q4 2022.

Financial Partners Capital Management held 4,847 shares of Bristol-Myers Squibb worth $349K as of Q4 2022.
Financial Partners Capital Management left its Bristol-Myers Squibb share count unchanged in Q4 2022.
Bristol-Myers Squibb made up 0.08% of Financial Partners Capital Management's portfolio in Q4 2022, its #102 holding.
Financial Partners Capital Management first reported a position in Bristol-Myers Squibb in Q1 2021 and has held it in 8 quarters since.
Financial Partners Capital Management's Bristol-Myers Squibb position peaked at $373K in Q2 2022.
2,600 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.