Lehman & Derafelo Financial Resources’s Bristol-Myers Squibb BMY Stock Holding History

Lehman & Derafelo Financial Resources’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	-3,359	Closed	-$260K	–	200
2022 Q2	$260K	Buy	3,359 +500	+17%	+$38.1K	0.08%	87
2022 Q1	$210K	Sell	2,859 -534	-16%	-$35.9K	0.06%	105
2021 Q4	$212K	Hold	3,393	–	–	0.06%	102
2021 Q3	$201K	Sell	3,393 -3,600	-51%	-$237K	0.07%	105
2021 Q2	$467K	Hold	6,993	–	–	0.13%	68
2021 Q1	$441K	Sell	6,993 -520	-7%	-$32.4K	0.12%	73
2020 Q4	$466K	Buy	7,513 +43	+0.6%	+$2.64K	0.14%	66
2020 Q3	$450K	Hold	7,470	–	–	0.14%	80
2020 Q2	$439K	Buy	7,470 +1,000	+15%	+$59.8K	0.15%	77
2020 Q1	$361K	Buy	+6,470	New	+$395K	0.15%	61
2019 Q4	–	Sell	-4,725	Closed	-$240K	–	203
2019 Q3	$240K	Sell	4,725 -424	-8%	-$19.9K	0.09%	87
2019 Q2	$236K	Buy	+5,149	New	+$240K	0.1%	87
2019 Q1	–	Sell	-3,949	Closed	-$205K	–	189
2018 Q4	$205K	Buy	+3,949	New	+$212K	0.1%	83

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

Lehman & Derafelo Financial Resources's BMY Position: Q3 2022 in Review

Lehman & Derafelo Financial Resources sold out of Bristol-Myers Squibb (BMY) in Q3 2022, closing a stake of 3,359 shares — an estimated $260K sold.

Lehman & Derafelo Financial Resources first reported a position in BMY in Q4 2018 and held it in 13 quarters. The position peaked at $467K in Q2 2021. 2,469 funds tracked by Wall St. Rank hold BMY as of Q3 2022.

Lehman & Derafelo Financial Resources reported no remaining Bristol-Myers Squibb position as of Q3 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 3,359 Bristol-Myers Squibb shares in Q3 2022, an estimated $260K.
Lehman & Derafelo Financial Resources first reported a position in Bristol-Myers Squibb in Q4 2018 and held it in 13 quarters.
Lehman & Derafelo Financial Resources's Bristol-Myers Squibb position peaked at $467K in Q2 2021.
2,469 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q3 2022, filed 21 Oct 2022.