Lenox Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Lenox Wealth Advisors’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 Q1	$215K	Sell	2,764 -267	-9%	-$17.9K	0.03%	110
2021 Q4	$189K	Buy	3,031 +78	+3%	+$4.58K	0.02%	115
2021 Q3	$175K	Sell	2,953 -58	-2%	-$3.82K	0.02%	114
2021 Q2	$201K	Buy	3,011 +1,950	+184%	+$127K	0.03%	103
2021 Q1	$67K	Sell	1,061 -36	-3%	-$2.24K	0.01%	154
2020 Q4	$68K	Buy	1,097 +86	+9%	+$5.29K	0.01%	154
2020 Q3	$61K	Hold	1,011	–	–	0.01%	145
2020 Q2	$59K	Sell	1,011 -80	-7%	-$4.79K	0.01%	141
2020 Q1	$61K	Sell	1,091 -7	-0.6%	-$428	0.01%	123
2019 Q4	$70K	Buy	1,098 +462	+73%	+$26.5K	0.01%	142
2019 Q3	$32K	Buy	636 +539	+556%	+$25.3K	0.01%	208
2019 Q2	$4K	Sell	97 -145	-60%	-$6.75K	﹤0.01%	325
2019 Q1	$12K	Buy	+242	New	+$12.1K	﹤0.01%	253
2018 Q2	–	Sell	-268	Closed	-$17K	–	555
2018 Q1	$17K	Sell	268 -3,262	-92%	-$210K	﹤0.01%	287
2017 Q4	$216K	Buy	3,530 +3,525	+70,500%	+$220K	0.06%	39
2017 Q3	$0	Buy	+5	New	+$292	﹤0.01%	243
2017 Q1	–	Sell	-1,000	Closed	-$58K	–	90
2016 Q4	$58K	Hold	1,000	–	–	0.02%	48
2016 Q3	$54K	Hold	1,000	–	–	0.02%	80
2016 Q2	$74K	Hold	1,000	–	–	0.02%	66
2016 Q1	$64K	Sell	1,000 -500	-33%	-$31.5K	0.02%	74
2015 Q4	$103K	Hold	1,500	–	–	0.03%	50
2015 Q3	$89K	Buy	+1,500	New	+$95.2K	0.03%	54
2015 Q2	–	Sell	-1,000	Closed	-$65K	–	299
2015 Q1	$65K	Hold	1,000	–	–	0.03%	65
2014 Q4	$59K	Hold	1,000	–	–	0.02%	71
2014 Q3	$51K	Buy	+1,000	New	+$50K	0.02%	73
2014 Q1	–	Sell	-1,055	Closed	-$56K	–	204
2013 Q4	$56K	Buy	+1,055	New	+$53.7K	0.04%	63

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Lenox Wealth Advisors's BMY Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Bristol-Myers Squibb (BMY) stake by 8.8% in Q1 2022, selling an estimated $17.9K and leaving 2,764 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #110.

Lenox Wealth Advisors first reported a position in BMY in Q4 2013 and has held it in 26 quarters since. The position peaked at $216K in Q4 2017. 2,515 funds tracked by Wall St. Rank hold BMY as of Q1 2022.

Lenox Wealth Advisors held 2,764 shares of Bristol-Myers Squibb worth $215K as of Q1 2022.
Lenox Wealth Advisors sold 267 Bristol-Myers Squibb shares in Q1 2022, an estimated $17.9K.
Bristol-Myers Squibb made up 0.03% of Lenox Wealth Advisors's portfolio in Q1 2022, its #110 holding.
Lenox Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2013 and has held it in 26 quarters since.
Lenox Wealth Advisors's Bristol-Myers Squibb position peaked at $216K in Q4 2017.
2,515 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.