Maxele Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Maxele Advisors’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 Q3	$236K	Hold	3,315	–	–	0.4%	72
2022 Q2	$255K	Sell	3,315 -45	-1%	-$3.43K	0.4%	71
2022 Q1	$245K	Sell	3,360 -380	-10%	-$25.5K	0.3%	78
2021 Q4	$233K	Buy	+3,740	New	+$219K	0.27%	80

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Maxele Advisors's BMY Position: Q3 2022 in Review

Maxele Advisors held its Bristol-Myers Squibb (BMY) position steady in Q3 2022 at 3,315 shares worth $236K. The position accounts for 0.4% of the portfolio, ranked #72.

Maxele Advisors first reported a position in BMY in Q4 2021 and has held it in 4 quarters since. The position peaked at $255K in Q2 2022. 2,472 funds tracked by Wall St. Rank hold BMY as of Q3 2022.

Maxele Advisors held 3,315 shares of Bristol-Myers Squibb worth $236K as of Q3 2022.
Maxele Advisors left its Bristol-Myers Squibb share count unchanged in Q3 2022.
Bristol-Myers Squibb made up 0.4% of Maxele Advisors's portfolio in Q3 2022, its #72 holding.
Maxele Advisors first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 4 quarters since.
Maxele Advisors's Bristol-Myers Squibb position peaked at $255K in Q2 2022.
2,472 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2022.

Based on Maxele Advisors's 13F filing for Q3 2022, filed 1 Dec 2025.