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

KerberRose 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 Q2	$223K	Buy	+2,893	New	+$220K	0.18%	109

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

KerberRose Wealth Management's BMY Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Bristol-Myers Squibb (BMY) in Q2 2022: 2,893 shares worth $223K. The stake represents 0.18% of the portfolio and ranks #109 among its holdings.

2,540 funds tracked by Wall St. Rank hold BMY as of Q2 2022.

KerberRose Wealth Management held 2,893 shares of Bristol-Myers Squibb worth $223K as of Q2 2022.
Bristol-Myers Squibb was a new KerberRose Wealth Management position in Q2 2022.
Bristol-Myers Squibb made up 0.18% of KerberRose Wealth Management's portfolio in Q2 2022, its #109 holding.
2,540 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.