Money Concepts Capital’s Bristol-Myers Squibb BMY Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-25,735	Closed	-$1.85M	–	757
2022 Q4	$1.85M	Buy	25,735 +8,227	+47%	+$620K	0.08%	196
2022 Q3	$1.25M	Sell	17,508 -73	-0.4%	-$5.29K	0.07%	208
2022 Q2	$1.35M	Sell	17,581 -21,896	-55%	-$1.67M	0.12%	174
2022 Q1	$2.88M	Buy	39,477 +31,095	+371%	+$2.09M	0.16%	143
2021 Q4	$523K	Buy	+8,382	New	+$492K	0.04%	306
2021 Q1	$468K	Sell	7,409 -3,134	-30%	-$195K	0.04%	325
2020 Q4	$654K	Buy	+10,543	New	+$648K	0.06%	249

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

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

Norges Bank Oslo, Norway $935B AUM

Money Concepts Capital's BMY Position: Q1 2023 in Review

Money Concepts Capital sold out of Bristol-Myers Squibb (BMY) in Q1 2023, closing a stake of 25,735 shares — an estimated $1.85M sold.

Money Concepts Capital first reported a position in BMY in Q4 2020 and held it in 7 quarters. The position peaked at $2.88M in Q1 2022. 2,540 funds tracked by Wall St. Rank hold BMY as of Q1 2023.

Money Concepts Capital reported no remaining Bristol-Myers Squibb position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 25,735 Bristol-Myers Squibb shares in Q1 2023, an estimated $1.85M.
Money Concepts Capital first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 7 quarters.
Money Concepts Capital's Bristol-Myers Squibb position peaked at $2.88M in Q1 2022.
2,540 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.