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Graham Capital Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Graham Capital Wealth 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
-25,498
Closed -$1.86M – 103
2022
Q1 		$1.86M Sell
25,498
-902
-3% -$60.6K 1.66% 22
2021
Q4 		$1.58M Buy
+26,400
New +$1.55M 1.29% 31

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Graham Capital Wealth Management's BMY Position: Q2 2022 in Review

Graham Capital Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q2 2022, closing a stake of 25,498 shares — an estimated $1.86M sold.

Graham Capital Wealth Management first reported a position in BMY in Q4 2021 and held it in 2 quarters. The position peaked at $1.86M in Q1 2022. 2,538 funds tracked by Wall St. Rank hold BMY as of Q2 2022.

  • Graham Capital Wealth Management reported no remaining Bristol-Myers Squibb position as of Q2 2022 after selling out during the quarter.
  • Graham Capital Wealth Management sold 25,498 Bristol-Myers Squibb shares in Q2 2022, an estimated $1.86M.
  • Graham Capital Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 2 quarters.
  • Graham Capital Wealth Management's Bristol-Myers Squibb position peaked at $1.86M in Q1 2022.
  • 2,538 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2022.

Based on Graham Capital Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.