First Wilshire Securities Management’s Bristol-Myers Squibb BMY Stock Holding History

First Wilshire Securities 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 Q2	–	Sell	-2,850	Closed	-$208K	–	88
2022 Q1	$208K	Buy	+2,850	New	+$191K	0.07%	83
2021 Q3	–	Sell	-3,150	Closed	-$210K	–	87
2021 Q2	$210K	Buy	+3,150	New	+$205K	0.07%	80
2021 Q1	–	Sell	-3,750	Closed	-$233K	–	82
2020 Q4	$233K	Buy	+3,750	New	+$231K	0.09%	70

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

First Wilshire Securities Management's BMY Position: Q2 2022 in Review

First Wilshire Securities Management sold out of Bristol-Myers Squibb (BMY) in Q2 2022, closing a stake of 2,850 shares — an estimated $208K sold.

First Wilshire Securities Management first reported a position in BMY in Q4 2020 and held it in 3 quarters. The position peaked at $233K in Q4 2020. 2,537 funds tracked by Wall St. Rank hold BMY as of Q2 2022.

First Wilshire Securities Management reported no remaining Bristol-Myers Squibb position as of Q2 2022 after selling out during the quarter.
First Wilshire Securities Management sold 2,850 Bristol-Myers Squibb shares in Q2 2022, an estimated $208K.
First Wilshire Securities Management first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 3 quarters.
First Wilshire Securities Management's Bristol-Myers Squibb position peaked at $233K in Q4 2020.
2,537 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2022.

Based on First Wilshire Securities Management's 13F filing for Q2 2022, filed 15 Aug 2022.