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

Minot 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	$4.37M	Buy	56,800 +30,875	+119%	+$2.35M	1.12%	27
2022 Q1	$1.89M	Buy	25,925 +16,853	+186%	+$1.13M	0.41%	57
2021 Q4	$566K	Sell	9,072 -13,645	-60%	-$800K	0.11%	120
2021 Q3	$1.34M	Buy	22,717 +299	+1%	+$19.7K	0.29%	74
2021 Q2	$1.51M	Buy	22,418 +2,012	+10%	+$131K	0.33%	73
2021 Q1	$1.29M	Sell	20,406 -22,008	-52%	-$1.37M	0.33%	75
2020 Q4	$2.63M	Sell	42,414 -5,515	-12%	-$339K	0.79%	46
2020 Q3	$2.89M	Buy	47,929 +6,393	+15%	+$385K	1.09%	38
2020 Q2	$2.44M	Buy	41,536 +34,620	+501%	+$2.07M	1.22%	32
2020 Q1	$385K	Buy	6,916 +2,808	+68%	+$172K	0.28%	82
2019 Q4	$277K	Buy	+4,108	New	+$235K	0.13%	111

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

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

Minot Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 119% in Q2 2022, buying an estimated $2.35M and bringing the position to 56,800 shares worth $4.37M. The position accounts for 1.12% of the portfolio, ranked #27.

Minot Wealth Management first reported a position in BMY in Q4 2019 and has held it in 11 quarters since. 2,538 funds tracked by Wall St. Rank hold BMY as of Q2 2022.

Minot Wealth Management held 56,800 shares of Bristol-Myers Squibb worth $4.37M as of Q2 2022.
Minot Wealth Management bought 30,875 Bristol-Myers Squibb shares in Q2 2022, an estimated $2.35M.
Bristol-Myers Squibb made up 1.12% of Minot Wealth Management's portfolio in Q2 2022, its #27 holding.
Minot Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 11 quarters since.
2,538 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.