Lumbard & Kellner’s Bristol-Myers Squibb BMY Stock Holding History

Lumbard & Kellner’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	-917	Closed	-$61.4K	–	75
2023 Q1	$61.4K	Buy	+917	New	+$64.7K	0.03%	82

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

Lumbard & Kellner's BMY Position: Q2 2023 in Review

Lumbard & Kellner sold out of Bristol-Myers Squibb (BMY) in Q2 2023, closing a stake of 917 shares — an estimated $61.4K sold.

Lumbard & Kellner first reported a position in BMY in Q1 2023 and held it in 1 quarter. The position peaked at $61.4K in Q1 2023. 2,480 funds tracked by Wall St. Rank hold BMY as of Q2 2023.

Lumbard & Kellner reported no remaining Bristol-Myers Squibb position as of Q2 2023 after selling out during the quarter.
Lumbard & Kellner sold 917 Bristol-Myers Squibb shares in Q2 2023, an estimated $61.4K.
Lumbard & Kellner first reported a position in Bristol-Myers Squibb in Q1 2023 and held it in 1 quarter.
Lumbard & Kellner's Bristol-Myers Squibb position peaked at $61.4K in Q1 2023.
2,480 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2023.

Based on Lumbard & Kellner's 13F filing for Q2 2023, filed 4 Aug 2023.