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

Moran 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
2023 Q2	–	Sell	-5,226	Closed	-$362K	–	383
2023 Q1	$362K	Sell	5,226 -914	-15%	-$64.5K	0.01%	314
2022 Q4	$442K	Buy	+6,140	New	+$463K	0.02%	306

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

Moran Wealth Management's BMY Position: Q2 2023 in Review

Moran Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q2 2023, closing a stake of 5,226 shares — an estimated $362K sold.

Moran Wealth Management first reported a position in BMY in Q4 2022 and held it in 2 quarters. The position peaked at $442K in Q4 2022. 2,480 funds tracked by Wall St. Rank hold BMY as of Q2 2023.

Moran Wealth Management reported no remaining Bristol-Myers Squibb position as of Q2 2023 after selling out during the quarter.
Moran Wealth Management sold 5,226 Bristol-Myers Squibb shares in Q2 2023, an estimated $362K.
Moran Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 2 quarters.
Moran Wealth Management's Bristol-Myers Squibb position peaked at $442K in Q4 2022.
2,480 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2023.

Based on Moran Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.