Founders Capital Management (Connecticut)’s Bristol-Myers Squibb BMY Stock Holding History

Founders Capital Management (Connecticut)’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	–	Sell	-3,040	Closed	-$211K	–	78
2023 Q1	$211K	Hold	3,040	–	–	0.05%	70
2022 Q4	$219K	Hold	3,040	–	–	0.06%	69
2022 Q3	$216K	Hold	3,040	–	–	0.06%	66
2022 Q2	$234K	Hold	3,040	–	–	0.06%	65
2022 Q1	$222K	Buy	+3,040	New	+$204K	0.05%	67
2021 Q3	–	Sell	-3,525	Closed	-$236K	–	65
2021 Q2	$236K	Sell	3,525 -915	-21%	-$59.7K	0.06%	66
2021 Q1	$280K	Buy	4,440 +1,000	+29%	+$62.2K	0.07%	66
2020 Q4	$213K	Buy	+3,440	New	+$212K	0.06%	66
2018 Q4	–	Sell	-5,399	Closed	-$341K	–	52
2018 Q3	$341K	Sell	5,399 -4	-0.1%	-$237	0.14%	44
2018 Q2	$299K	Hold	5,403	–	–	0.14%	43
2018 Q1	$335K	Buy	5,403 +1,280	+31%	+$82.3K	0.15%	41
2017 Q4	$253K	Hold	4,123	–	–	0.11%	48
2017 Q3	$263K	Buy	4,123 +26	+0.6%	+$1.52K	0.13%	49
2017 Q2	$230K	Hold	4,097	–	–	0.11%	51
2017 Q1	$223K	Buy	4,097 +29	+0.7%	+$1.59K	0.11%	51
2016 Q4	$238K	Buy	4,068 +28	+0.7%	+$1.53K	0.13%	49
2016 Q3	$218K	Buy	4,040 +18	+0.4%	+$1.16K	0.12%	50
2016 Q2	$296K	Buy	4,022 +19	+0.5%	+$1.34K	0.17%	43
2016 Q1	$256K	Buy	4,003 +24	+0.6%	+$1.51K	0.15%	45
2015 Q4	$274K	Sell	3,979 -1,455	-27%	-$96.2K	0.17%	45
2015 Q3	$322K	Buy	5,434 +21	+0.4%	+$1.33K	0.21%	42
2015 Q2	$360K	Buy	5,413 +20	+0.4%	+$1.32K	0.22%	41
2015 Q1	$348K	Buy	+5,393	New	+$338K	0.21%	40

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Founders Capital Management (Connecticut)'s BMY Position: Q2 2023 in Review

Founders Capital Management (Connecticut) sold out of Bristol-Myers Squibb (BMY) in Q2 2023, closing a stake of 3,040 shares — an estimated $211K sold.

Founders Capital Management (Connecticut) first reported a position in BMY in Q1 2015 and held it in 23 quarters. The position peaked at $360K in Q2 2015. 2,482 funds tracked by Wall St. Rank hold BMY as of Q2 2023.

Founders Capital Management (Connecticut) reported no remaining Bristol-Myers Squibb position as of Q2 2023 after selling out during the quarter.
Founders Capital Management (Connecticut) sold 3,040 Bristol-Myers Squibb shares in Q2 2023, an estimated $211K.
Founders Capital Management (Connecticut) first reported a position in Bristol-Myers Squibb in Q1 2015 and held it in 23 quarters.
Founders Capital Management (Connecticut)'s Bristol-Myers Squibb position peaked at $360K in Q2 2015.
2,482 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2023.

Based on Founders Capital Management (Connecticut)'s 13F filing for Q2 2023, filed 26 Jul 2023.