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

Midwest 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 Q1	$1.57M	Buy	21,450 +2,247	+12%	+$151K	0.95%	59
2021 Q4	$1.2M	Buy	19,203 +1,479	+8%	+$86.8K	0.75%	71
2021 Q3	$1.05M	Buy	17,724 +996	+6%	+$65.6K	0.72%	73
2021 Q2	$1.12M	Buy	16,728 +2,541	+18%	+$166K	0.8%	63
2021 Q1	$896K	Buy	14,187 +2,114	+18%	+$132K	0.73%	66
2020 Q4	$749K	Buy	+12,073	New	+$742K	0.68%	65

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Midwest Wealth Management's BMY Position: Q1 2022 in Review

Midwest Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 12% in Q1 2022, buying an estimated $151K and bringing the position to 21,450 shares worth $1.57M. The position accounts for 0.95% of the portfolio, ranked #59.

Midwest Wealth Management first reported a position in BMY in Q4 2020 and has held it in 6 quarters since. 2,515 funds tracked by Wall St. Rank hold BMY as of Q1 2022.

Midwest Wealth Management held 21,450 shares of Bristol-Myers Squibb worth $1.57M as of Q1 2022.
Midwest Wealth Management bought 2,247 Bristol-Myers Squibb shares in Q1 2022, an estimated $151K.
Bristol-Myers Squibb made up 0.95% of Midwest Wealth Management's portfolio in Q1 2022, its #59 holding.
Midwest Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 6 quarters since.
2,515 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.