Lumature Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

Lumature Wealth Partners’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	$9.59K	Hold	150	–	–	0.01%	315
2023 Q1	$10.4K	Hold	150	–	–	0.01%	304
2022 Q4	$10.8K	Hold	150	–	–	0.01%	303
2022 Q3	$11K	Hold	150	–	–	0.01%	310
2022 Q2	$12K	Sell	150 -38	-20%	-$2.89K	0.01%	313
2022 Q1	$14K	Sell	188 -89	-32%	-$5.98K	0.01%	320
2021 Q4	$17K	Sell	277 -238	-46%	-$14K	0.01%	302
2021 Q3	$30K	Sell	515 -150	-23%	-$9.88K	0.01%	255
2021 Q2	$44K	Buy	665 +89	+15%	+$5.8K	0.02%	239
2021 Q1	$36K	Sell	576 -4,998	-90%	-$311K	0.02%	241
2020 Q4	$346K	Buy	+5,574	New	+$343K	0.33%	93

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

Lumature Wealth Partners's BMY Position: Q2 2023 in Review

Lumature Wealth Partners held its Bristol-Myers Squibb (BMY) position steady in Q2 2023 at 150 shares worth $9.59K. The position accounts for 0.01% of the portfolio, ranked #315.

Lumature Wealth Partners first reported a position in BMY in Q4 2020 and has held it in 11 quarters since. The position peaked at $346K in Q4 2020. 2,481 funds tracked by Wall St. Rank hold BMY as of Q2 2023.

Lumature Wealth Partners held 150 shares of Bristol-Myers Squibb worth $9.59K as of Q2 2023.
Lumature Wealth Partners left its Bristol-Myers Squibb share count unchanged in Q2 2023.
Bristol-Myers Squibb made up 0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #315 holding.
Lumature Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's Bristol-Myers Squibb position peaked at $346K in Q4 2020.
2,481 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.