First Capital Advisors Group’s Bristol-Myers Squibb BMY Stock Holding History

First Capital Advisors Group’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
2023 Q2	$192K	Hold	3,009	–	–	0.1%	146
2023 Q1	$209K	Buy	3,009 +117	+4%	+$8.25K	0.13%	133
2022 Q4	$208K	Sell	2,892 -602	-17%	-$45.4K	0.14%	143
2022 Q3	$248K	Buy	3,494 +539	+18%	+$39.1K	0.21%	112
2022 Q2	$228K	Buy	+2,955	New	+$225K	0.16%	141
2018 Q4	–	Sell	-3,734	Closed	-$232K	–	149
2018 Q3	$232K	Buy	+3,734	New	+$222K	0.14%	144
2018 Q2	–	Sell	-3,439	Closed	-$218K	–	243
2018 Q1	$218K	Buy	+3,439	New	+$221K	0.13%	159

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Norges Bank Oslo, Norway $935B AUM

First Capital Advisors Group's BMY Position: Q2 2023 in Review

First Capital Advisors Group held its Bristol-Myers Squibb (BMY) position steady in Q2 2023 at 3,009 shares worth $192K. The position accounts for 0.1% of the portfolio, ranked #146.

First Capital Advisors Group first reported a position in BMY in Q1 2018 and has held it in 7 quarters since. The position peaked at $248K in Q3 2022. 2,480 funds tracked by Wall St. Rank hold BMY as of Q2 2023.

First Capital Advisors Group held 3,009 shares of Bristol-Myers Squibb worth $192K as of Q2 2023.
First Capital Advisors Group left its Bristol-Myers Squibb share count unchanged in Q2 2023.
Bristol-Myers Squibb made up 0.1% of First Capital Advisors Group's portfolio in Q2 2023, its #146 holding.
First Capital Advisors Group first reported a position in Bristol-Myers Squibb in Q1 2018 and has held it in 7 quarters since.
First Capital Advisors Group's Bristol-Myers Squibb position peaked at $248K in Q3 2022.
2,480 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.