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

Long Run 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
2023 Q1	–	Sell	-3,236	Closed	-$233K	–	95
2022 Q4	$233K	Sell	3,236 -823	-20%	-$62.1K	0.08%	90
2022 Q3	$289K	Sell	4,059 -10	-0.2%	-$725	0.11%	82
2022 Q2	$313K	Hold	4,069	–	–	0.12%	78
2022 Q1	$296K	Hold	4,069	–	–	0.1%	83
2021 Q4	$254K	Buy	+4,069	New	+$239K	0.09%	91

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

Long Run Wealth Advisors's BMY Position: Q1 2023 in Review

Long Run Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q1 2023, closing a stake of 3,236 shares — an estimated $233K sold.

Long Run Wealth Advisors first reported a position in BMY in Q4 2021 and held it in 5 quarters. The position peaked at $313K in Q2 2022. 2,540 funds tracked by Wall St. Rank hold BMY as of Q1 2023.

Long Run Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q1 2023 after selling out during the quarter.
Long Run Wealth Advisors sold 3,236 Bristol-Myers Squibb shares in Q1 2023, an estimated $233K.
Long Run Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 5 quarters.
Long Run Wealth Advisors's Bristol-Myers Squibb position peaked at $313K in Q2 2022.
2,540 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2023.

Based on Long Run Wealth Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.