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

LBA 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
2017 Q1	$125K	Hold	2,300	–	–	0.07%	130
2016 Q4	$134K	Hold	2,300	–	–	0.07%	122
2016 Q3	$124K	Hold	2,300	–	–	0.07%	136
2016 Q2	$169K	Hold	2,300	–	–	0.09%	115
2016 Q1	$147K	Hold	2,300	–	–	0.09%	121
2015 Q4	$158K	Buy	2,300 +1,600	+229%	+$106K	0.09%	131
2015 Q3	$41K	Sell	700 -1,000	-59%	-$63.4K	0.03%	186
2015 Q2	$113K	Hold	1,700	–	–	0.07%	126
2015 Q1	$110K	Hold	1,700	–	–	0.07%	130
2014 Q4	$100K	Hold	1,700	–	–	0.07%	138
2014 Q3	$87K	Hold	1,700	–	–	0.06%	144
2014 Q2	$82K	Hold	1,700	–	–	0.07%	146
2014 Q1	$88K	Hold	1,700	–	–	0.07%	138
2013 Q4	$90K	Buy	+1,700	New	+$86.6K	0.07%	134

Other funds holding BMY

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LBA Wealth Management's BMY Position: Q1 2017 in Review

LBA Wealth Management held its Bristol-Myers Squibb (BMY) position steady in Q1 2017 at 2,300 shares worth $125K. The position accounts for 0.07% of the portfolio, ranked #130.

LBA Wealth Management first reported a position in BMY in Q4 2013 and has held it in 14 quarters since. The position peaked at $169K in Q2 2016. 1,597 funds tracked by Wall St. Rank hold BMY as of Q1 2017.

LBA Wealth Management held 2,300 shares of Bristol-Myers Squibb worth $125K as of Q1 2017.
LBA Wealth Management left its Bristol-Myers Squibb share count unchanged in Q1 2017.
Bristol-Myers Squibb made up 0.07% of LBA Wealth Management's portfolio in Q1 2017, its #130 holding.
LBA Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's Bristol-Myers Squibb position peaked at $169K in Q2 2016.
1,597 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.