Investment Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

Investment Advisory Group’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 Q3	–	Sell	-3,285	Closed	-$210K	–	145
2023 Q2	$210K	Hold	3,285	–	–	0.11%	132
2023 Q1	$228K	Hold	3,285	–	–	0.13%	121
2022 Q4	$236K	Hold	3,285	–	–	0.15%	120
2022 Q3	$234K	Hold	3,285	–	–	0.16%	110
2022 Q2	$254K	Sell	3,285 -352	-10%	-$26.8K	0.17%	98
2022 Q1	$265K	Hold	3,637	–	–	0.16%	104
2021 Q4	$242K	Buy	+3,637	New	+$213K	0.15%	104

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Investment Advisory Group's BMY Position: Q3 2023 in Review

Investment Advisory Group sold out of Bristol-Myers Squibb (BMY) in Q3 2023, closing a stake of 3,285 shares — an estimated $210K sold.

Investment Advisory Group first reported a position in BMY in Q4 2021 and held it in 7 quarters. The position peaked at $265K in Q1 2022. 2,387 funds tracked by Wall St. Rank hold BMY as of Q3 2023.

Investment Advisory Group reported no remaining Bristol-Myers Squibb position as of Q3 2023 after selling out during the quarter.
Investment Advisory Group sold 3,285 Bristol-Myers Squibb shares in Q3 2023, an estimated $210K.
Investment Advisory Group first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 7 quarters.
Investment Advisory Group's Bristol-Myers Squibb position peaked at $265K in Q1 2022.
2,387 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2023.

Based on Investment Advisory Group's 13F filing for Q3 2023, filed 16 Oct 2023.