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

Horizon 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 Q3	–	Sell	-3,493	Closed	-$269K	–	77
2022 Q2	$269K	Buy	3,493 +94	+3%	+$7.16K	0.11%	81
2022 Q1	$248K	Sell	3,399 -374	-10%	-$25.1K	0.08%	95
2021 Q4	$235K	Buy	+3,773	New	+$221K	0.07%	97

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Horizon Wealth Management's BMY Position: Q3 2022 in Review

Horizon Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q3 2022, closing a stake of 3,493 shares — an estimated $269K sold.

Horizon Wealth Management first reported a position in BMY in Q4 2021 and held it in 3 quarters. The position peaked at $269K in Q2 2022. 2,469 funds tracked by Wall St. Rank hold BMY as of Q3 2022.

Horizon Wealth Management reported no remaining Bristol-Myers Squibb position as of Q3 2022 after selling out during the quarter.
Horizon Wealth Management sold 3,493 Bristol-Myers Squibb shares in Q3 2022, an estimated $269K.
Horizon Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 3 quarters.
Horizon Wealth Management's Bristol-Myers Squibb position peaked at $269K in Q2 2022.
2,469 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2022.

Based on Horizon Wealth Management's 13F filing for Q3 2022, filed 18 Nov 2022.