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

Momentum 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 Q4	$502K	Buy	6,983 +19	+0.3%	+$1.43K	0.51%	37
2022 Q3	$495K	Buy	6,964 +104	+2%	+$7.54K	0.55%	34
2022 Q2	$528K	Buy	+6,860	New	+$522K	0.59%	32

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Momentum Advisors's BMY Position: Q4 2022 in Review

Momentum Advisors increased its Bristol-Myers Squibb (BMY) stake by 0.27% in Q4 2022, buying an estimated $1.43K and bringing the position to 6,983 shares worth $502K. The position accounts for 0.51% of the portfolio, ranked #37.

Momentum Advisors first reported a position in BMY in Q2 2022 and has held it in 3 quarters since. The position peaked at $528K in Q2 2022. 2,600 funds tracked by Wall St. Rank hold BMY as of Q4 2022.

Momentum Advisors held 6,983 shares of Bristol-Myers Squibb worth $502K as of Q4 2022.
Momentum Advisors bought 19 Bristol-Myers Squibb shares in Q4 2022, an estimated $1.43K.
Bristol-Myers Squibb made up 0.51% of Momentum Advisors's portfolio in Q4 2022, its #37 holding.
Momentum Advisors first reported a position in Bristol-Myers Squibb in Q2 2022 and has held it in 3 quarters since.
Momentum Advisors's Bristol-Myers Squibb position peaked at $528K in Q2 2022.
2,600 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.