Johanson Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Johanson Financial Advisors’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
2021 Q4	$273K	Buy	4,376 +606	+16%	+$35.5K	0.08%	111
2021 Q3	$223K	Buy	3,770 +560	+17%	+$36.9K	0.08%	110
2021 Q2	$216K	Buy	+3,210	New	+$209K	0.07%	112
2020 Q1	–	Sell	-27,838	Closed	-$434K	–	113
2019 Q4	$434K	Buy	+27,838	New	+$1.59M	0.02%	194

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Johanson Financial Advisors's BMY Position: Q4 2021 in Review

Johanson Financial Advisors increased its Bristol-Myers Squibb (BMY) stake by 16% in Q4 2021, buying an estimated $35.5K and bringing the position to 4,376 shares worth $273K. The position accounts for 0.08% of the portfolio, ranked #111.

Johanson Financial Advisors first reported a position in BMY in Q4 2019 and has held it in 4 quarters since. The position peaked at $434K in Q4 2019. 2,444 funds tracked by Wall St. Rank hold BMY as of Q4 2021.

Johanson Financial Advisors held 4,376 shares of Bristol-Myers Squibb worth $273K as of Q4 2021.
Johanson Financial Advisors bought 606 Bristol-Myers Squibb shares in Q4 2021, an estimated $35.5K.
Bristol-Myers Squibb made up 0.08% of Johanson Financial Advisors's portfolio in Q4 2021, its #111 holding.
Johanson Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 4 quarters since.
Johanson Financial Advisors's Bristol-Myers Squibb position peaked at $434K in Q4 2019.
2,444 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.