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

Marion 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	–	Sell	-17,093	Closed	-$1.25M	–	101
2022 Q1	$1.25M	Buy	17,093 +361	+2%	+$24.2K	0.61%	37
2021 Q4	$1.04M	Buy	+16,732	New	+$982K	0.49%	49

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

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

Marion Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q2 2022, closing a stake of 17,093 shares — an estimated $1.25M sold.

Marion Wealth Management first reported a position in BMY in Q4 2021 and held it in 2 quarters. The position peaked at $1.25M in Q1 2022. 2,537 funds tracked by Wall St. Rank hold BMY as of Q2 2022.

Marion Wealth Management reported no remaining Bristol-Myers Squibb position as of Q2 2022 after selling out during the quarter.
Marion Wealth Management sold 17,093 Bristol-Myers Squibb shares in Q2 2022, an estimated $1.25M.
Marion Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 2 quarters.
Marion Wealth Management's Bristol-Myers Squibb position peaked at $1.25M in Q1 2022.
2,537 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2022.

Based on Marion Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.