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Personal Capital Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Personal Capital 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 		$755K Sell
10,491
-184
-2% -$13.9K ﹤0.01% 257
2022
Q3 		$759K Sell
10,675
-686
-6% -$49.8K ﹤0.01% 247
2022
Q2 		$875K Sell
11,361
-462
-4% -$35.2K ﹤0.01% 242
2022
Q1 		$863K Sell
11,823
-1,262
-10% -$84.7K ﹤0.01% 259
2021
Q4 		$815K Sell
13,085
-2,070
-14% -$121K ﹤0.01% 275
2021
Q3 		$897K Sell
15,155
-116,142
-88% -$7.65M ﹤0.01% 259
2021
Q2 		$8.77M Buy
131,297
+14,408
+12% +$939K 0.05% 181
2021
Q1 		$7.38M Buy
116,889
+19,543
+20% +$1.22M 0.04% 183
2020
Q4 		$6.04M Buy
97,346
+14,995
+18% +$922K 0.04% 181
2020
Q3 		$4.96M Buy
82,351
+5,436
+7% +$327K 0.04% 172
2020
Q2 		$4.52M Buy
76,915
+4,068
+6% +$243K 0.04% 165
2020
Q1 		$4.07M Buy
72,847
+3,627
+5% +$222K 0.04% 166
2019
Q4 		$4.44M Buy
69,220
+13,984
+25% +$801K 0.04% 166
2019
Q3 		$2.8M Buy
55,236
+7,486
+16% +$352K 0.03% 179
2019
Q2 		$2.17M Buy
47,750
+11,399
+31% +$531K 0.02% 185
2019
Q1 		$1.73M Buy
36,351
+9,118
+33% +$454K 0.02% 186
2018
Q4 		$1.42M Buy
27,233
+4,634
+21% +$249K 0.02% 179
2018
Q3 		$1.4M Buy
22,599
+6,842
+43% +$406K 0.02% 172
2018
Q2 		$872K Buy
15,757
+9,617
+157% +$519K 0.01% 176
2018
Q1 		$388K Buy
+6,140
New +$395K 0.01% 200
2015
Q4 		– Sell
-4,910
Closed -$291K – 160
2015
Q3 		$291K Buy
+4,910
New +$311K 0.02% 136

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Personal Capital Advisors's BMY Position: Q4 2022 in Review

Personal Capital Advisors reduced its Bristol-Myers Squibb (BMY) stake by 1.7% in Q4 2022, selling an estimated $13.9K and leaving 10,491 shares worth $755K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Personal Capital Advisors first reported a position in BMY in Q3 2015 and has held it in 21 quarters since. The position peaked at $8.77M in Q2 2021. 2,602 funds tracked by Wall St. Rank hold BMY as of Q4 2022.

  • Personal Capital Advisors held 10,491 shares of Bristol-Myers Squibb worth $755K as of Q4 2022.
  • Personal Capital Advisors sold 184 Bristol-Myers Squibb shares in Q4 2022, an estimated $13.9K.
  • Bristol-Myers Squibb made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #257 holding.
  • Personal Capital Advisors first reported a position in Bristol-Myers Squibb in Q3 2015 and has held it in 21 quarters since.
  • Personal Capital Advisors's Bristol-Myers Squibb position peaked at $8.77M in Q2 2021.
  • 2,602 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2022.

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