Icon Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

Icon Wealth Partners’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	-3,145	Closed	-$230K	–	305
2022 Q1	$230K	Buy	+3,145	New	+$211K	0.02%	299
2021 Q3	–	Sell	-3,226	Closed	-$216K	–	342
2021 Q2	$216K	Sell	3,226 -328	-9%	-$21.4K	0.02%	335
2021 Q1	$224K	Buy	+3,554	New	+$221K	0.03%	310
2020 Q3	–	Sell	-8,273	Closed	-$486K	–	261
2020 Q2	$486K	Buy	+8,273	New	+$495K	0.12%	130
2019 Q2	–	Sell	-60	Closed	-$3K	–	242
2019 Q1	$3K	Buy	+60	New	+$2.99K	﹤0.01%	797
2018 Q3	–	Sell	-32	Closed	-$2K	–	331
2018 Q2	$2K	Buy	+32	New	+$1.73K	﹤0.01%	794
2018 Q1	–	Sell	-32	Closed	-$2K	–	320
2017 Q4	$2K	Buy	+32	New	+$2K	﹤0.01%	822

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

Icon Wealth Partners's BMY Position: Q2 2022 in Review

Icon Wealth Partners sold out of Bristol-Myers Squibb (BMY) in Q2 2022, closing a stake of 3,145 shares — an estimated $230K sold.

Icon Wealth Partners first reported a position in BMY in Q4 2017 and held it in 7 quarters. The position peaked at $486K in Q2 2020. 2,537 funds tracked by Wall St. Rank hold BMY as of Q2 2022.

Icon Wealth Partners reported no remaining Bristol-Myers Squibb position as of Q2 2022 after selling out during the quarter.
Icon Wealth Partners sold 3,145 Bristol-Myers Squibb shares in Q2 2022, an estimated $230K.
Icon Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2017 and held it in 7 quarters.
Icon Wealth Partners's Bristol-Myers Squibb position peaked at $486K in Q2 2020.
2,537 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2022.

Based on Icon Wealth Partners's 13F filing for Q2 2022, filed 19 Jul 2022.