Joseph P. Lucia & Associates’s Bristol-Myers Squibb BMY Stock Holding History

Joseph P. Lucia & Associates’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	-1,531	Closed	-$118K	–	140
2022 Q2	$118K	Buy	1,531 +1,001	+189%	+$76.2K	0.08%	132
2022 Q1	$39K	Buy	+530	New	+$35.6K	0.02%	209
2021 Q4	–	Sell	-301	Closed	-$18K	–	173
2021 Q3	$18K	Buy	301 +1	+0.3%	+$66	0.01%	316
2021 Q2	$20K	Buy	300 +1	+0.3%	+$65	0.01%	312
2021 Q1	$19K	Buy	299 +1	+0.3%	+$62	0.01%	297
2020 Q4	$19K	Buy	+298	New	+$18.3K	0.01%	272
2020 Q3	–	Sell	-306	Closed	-$18K	–	123
2020 Q2	$18K	Buy	306 +1	+0.3%	+$60	0.02%	250
2020 Q1	$17K	Sell	305 -17	-5%	-$1.04K	0.02%	235
2019 Q4	$21K	Buy	322 +120	+59%	+$6.87K	0.02%	236
2019 Q3	$10K	Hold	202	–	–	0.01%	313
2019 Q2	$9K	Sell	202 -8,781	-98%	-$409K	0.01%	311
2019 Q1	$192	Buy	+8,983	New	+$447K	0.01%	223

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

Joseph P. Lucia & Associates's BMY Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Bristol-Myers Squibb (BMY) in Q3 2022, closing a stake of 1,531 shares — an estimated $118K sold.

Joseph P. Lucia & Associates first reported a position in BMY in Q1 2019 and held it in 12 quarters. The position peaked at $118K in Q2 2022. 2,469 funds tracked by Wall St. Rank hold BMY as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Bristol-Myers Squibb position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 1,531 Bristol-Myers Squibb shares in Q3 2022, an estimated $118K.
Joseph P. Lucia & Associates first reported a position in Bristol-Myers Squibb in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's Bristol-Myers Squibb position peaked at $118K in Q2 2022.
2,469 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.