Mayfair Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

Mayfair Advisory Group’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	-2,870	Closed	-$202K	–	127
2023 Q1	$202K	Buy	+2,870	New	+$202K	0.22%	113
2022 Q4	–	Sell	-2,842	Closed	-$200K	–	114
2022 Q3	$200K	Buy	2,842 +117	+4%	+$8.49K	0.28%	110
2022 Q2	$201K	Buy	+2,725	New	+$208K	0.26%	116

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

Mayfair Advisory Group's BMY Position: Q2 2023 in Review

Mayfair Advisory Group sold out of Bristol-Myers Squibb (BMY) in Q2 2023, closing a stake of 2,870 shares — an estimated $202K sold.

Mayfair Advisory Group first reported a position in BMY in Q2 2022 and held it in 3 quarters. The position peaked at $202K in Q1 2023. 2,480 funds tracked by Wall St. Rank hold BMY as of Q2 2023.

Mayfair Advisory Group reported no remaining Bristol-Myers Squibb position as of Q2 2023 after selling out during the quarter.
Mayfair Advisory Group sold 2,870 Bristol-Myers Squibb shares in Q2 2023, an estimated $202K.
Mayfair Advisory Group first reported a position in Bristol-Myers Squibb in Q2 2022 and held it in 3 quarters.
Mayfair Advisory Group's Bristol-Myers Squibb position peaked at $202K in Q1 2023.
2,480 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2023.

Based on Mayfair Advisory Group's 13F filing for Q2 2023, filed 24 Jul 2023.