Lugano Financial Advisors SA (LFA)’s Bristol-Myers Squibb BMY Stock Holding History

Lugano Financial Advisors SA (LFA)’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 Q2	–	Sell	-863	Closed	-$59.8K	–	170
2023 Q1	$59.8K	Hold	863	–	–	0.05%	84
2022 Q4	$62.1K	Buy	863 +463	+116%	+$34.9K	0.05%	83
2022 Q3	$28K	Hold	400	–	–	0.02%	96
2022 Q2	$30K	Buy	+400	New	+$30.5K	0.02%	100
2022 Q1	–	Sell	-863	Closed	-$54K	–	113
2021 Q4	$54K	Buy	+863	New	+$50.6K	0.03%	89
2021 Q1	–	Sell	-35	Closed	-$2K	–	97
2020 Q4	$2K	Sell	35 -10,749	-100%	-$661K	﹤0.01%	101
2020 Q3	$671K	Buy	10,784 +301	+3%	+$18.1K	0.62%	34
2020 Q2	$612K	Sell	10,483 -4,370	-29%	-$261K	0.65%	31
2020 Q1	$935K	Sell	14,853 -527	-3%	-$32.2K	0.84%	27
2019 Q4	$987K	Buy	+15,380	New	+$881K	0.72%	25
2019 Q2	$150K	Buy	3,307 +100	+3%	+$4.66K	0.09%	81
2019 Q1	$153K	Hold	3,207	–	–	0.09%	86
2018 Q4	$199K	Hold	3,207	–	–	0.14%	78
2018 Q3	$199K	Buy	3,207 +1,481	+86%	+$87.9K	0.14%	78
2018 Q2	$95K	Buy	+1,726	New	+$93.2K	0.09%	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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Lugano Financial Advisors SA (LFA)'s BMY Position: Q2 2023 in Review

Lugano Financial Advisors SA (LFA) sold out of Bristol-Myers Squibb (BMY) in Q2 2023, closing a stake of 863 shares — an estimated $59.8K sold.

Lugano Financial Advisors SA (LFA) first reported a position in BMY in Q2 2018 and held it in 15 quarters. The position peaked at $987K in Q4 2019. 2,480 funds tracked by Wall St. Rank hold BMY as of Q2 2023.

Lugano Financial Advisors SA (LFA) reported no remaining Bristol-Myers Squibb position as of Q2 2023 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 863 Bristol-Myers Squibb shares in Q2 2023, an estimated $59.8K.
Lugano Financial Advisors SA (LFA) first reported a position in Bristol-Myers Squibb in Q2 2018 and held it in 15 quarters.
Lugano Financial Advisors SA (LFA)'s Bristol-Myers Squibb position peaked at $987K in Q4 2019.
2,480 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2023.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2023, filed 7 Aug 2023.