McKinley Carter Wealth Services’s Bristol-Myers Squibb BMY Stock Holding History

McKinley Carter Wealth Services’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	-3,123	Closed	-$216K	–	299
2023 Q1	$216K	Hold	3,123	–	–	0.02%	285
2022 Q4	$225K	Sell	3,123 -351	-10%	-$26.5K	0.02%	271
2022 Q3	$247K	Buy	3,474 +296	+9%	+$21.5K	0.02%	251
2022 Q2	$245K	Sell	3,178 -1	-0%	-$76	0.02%	265
2022 Q1	$232K	Sell	3,179 -209	-6%	-$14K	0.02%	268
2021 Q4	$211K	Sell	3,388 -2,730	-45%	-$160K	0.02%	281
2021 Q3	$362K	Sell	6,118 -268	-4%	-$17.6K	0.03%	218
2021 Q2	$427K	Sell	6,386 -198	-3%	-$12.9K	0.04%	205
2021 Q1	$416K	Buy	6,584 +82	+1%	+$5.1K	0.04%	206
2020 Q4	$403K	Buy	+6,502	New	+$400K	0.05%	182
2018 Q2	–	Sell	-250	Closed	-$16K	–	188
2018 Q1	$16K	Buy	+250	New	+$16.1K	0.01%	343

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

McKinley Carter Wealth Services's BMY Position: Q2 2023 in Review

McKinley Carter Wealth Services sold out of Bristol-Myers Squibb (BMY) in Q2 2023, closing a stake of 3,123 shares — an estimated $216K sold.

McKinley Carter Wealth Services first reported a position in BMY in Q1 2018 and held it in 11 quarters. The position peaked at $427K in Q2 2021. 2,480 funds tracked by Wall St. Rank hold BMY as of Q2 2023.

McKinley Carter Wealth Services reported no remaining Bristol-Myers Squibb position as of Q2 2023 after selling out during the quarter.
McKinley Carter Wealth Services sold 3,123 Bristol-Myers Squibb shares in Q2 2023, an estimated $216K.
McKinley Carter Wealth Services first reported a position in Bristol-Myers Squibb in Q1 2018 and held it in 11 quarters.
McKinley Carter Wealth Services's Bristol-Myers Squibb position peaked at $427K in Q2 2021.
2,480 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2023.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2023, filed 3 Aug 2023.