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

Loveless 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
2022 Q2	$1.17M	Hold	15,182	–	–	0.77%	48
2022 Q1	$1.11M	Buy	15,182 +225	+2%	+$15.1K	0.63%	52
2021 Q4	$933K	Buy	14,957 +1,245	+9%	+$73K	0.51%	62
2021 Q3	$811K	Buy	13,712 +889	+7%	+$58.5K	0.49%	66
2021 Q2	$857K	Buy	12,823 +1,628	+15%	+$106K	0.52%	64
2021 Q1	$707K	Buy	11,195 +1,370	+14%	+$85.2K	0.47%	67
2020 Q4	$609K	Sell	9,825 -132	-1%	-$8.12K	0.45%	70
2020 Q3	$600K	Buy	9,957 +1,387	+16%	+$83.5K	0.51%	64
2020 Q2	$504K	Buy	8,570 +730	+9%	+$43.7K	0.47%	68
2020 Q1	$437K	Buy	7,840 +750	+11%	+$45.8K	0.51%	65
2019 Q4	$445K	Buy	+7,090	New	+$406K	0.38%	72

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

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

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

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

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

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

Loveless Wealth Management's BMY Position: Q2 2022 in Review

Loveless Wealth Management held its Bristol-Myers Squibb (BMY) position steady in Q2 2022 at 15,182 shares worth $1.17M. The position accounts for 0.77% of the portfolio, ranked #48.

Loveless Wealth Management first reported a position in BMY in Q4 2019 and has held it in 11 quarters since. 2,537 funds tracked by Wall St. Rank hold BMY as of Q2 2022.

Loveless Wealth Management held 15,182 shares of Bristol-Myers Squibb worth $1.17M as of Q2 2022.
Loveless Wealth Management left its Bristol-Myers Squibb share count unchanged in Q2 2022.
Bristol-Myers Squibb made up 0.77% of Loveless Wealth Management's portfolio in Q2 2022, its #48 holding.
Loveless Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 11 quarters since.
2,537 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.