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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
2020
Q3 		– Sell
-30,000
Closed -$1.76M – 271
2020
Q2 		$1.76M Buy
+30,000
New +$1.79M 0.62% 33

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
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.