Personal Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

Personal Wealth Partners’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	–	Sell	-4,129	Closed	-$302K	–	9
2022 Q1	$302K	Hold	4,129	–	–	0.13%	62
2021 Q4	$257K	Hold	4,129	–	–	0.11%	70
2021 Q3	$244K	Hold	4,129	–	–	0.1%	72
2021 Q2	$276K	Hold	4,129	–	–	0.11%	64
2021 Q1	$261K	Hold	4,129	–	–	0.12%	62
2020 Q4	$256K	Sell	4,129 -134	-3%	-$8.24K	0.12%	56
2020 Q3	$257K	Hold	4,263	–	–	0.13%	58
2020 Q2	$251K	Sell	4,263 -39	-0.9%	-$2.33K	0.14%	55
2020 Q1	$240K	Hold	4,302	–	–	0.14%	53
2019 Q4	$276K	Buy	4,302 +39	+0.9%	+$2.23K	0.12%	55
2019 Q3	$216K	Buy	4,263 +134	+3%	+$6.3K	0.1%	61
2019 Q2	$187K	Sell	4,129 -134	-3%	-$6.24K	0.09%	61
2019 Q1	$203K	Sell	4,263 -234	-5%	-$11.7K	0.11%	57
2018 Q4	$234K	Buy	+4,497	New	+$242K	0.15%	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

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

Personal Wealth Partners's BMY Position: Q2 2022 in Review

Personal Wealth Partners sold out of Bristol-Myers Squibb (BMY) in Q2 2022, closing a stake of 4,129 shares — an estimated $302K sold.

Personal Wealth Partners first reported a position in BMY in Q4 2018 and held it in 14 quarters. The position peaked at $302K in Q1 2022. 2,537 funds tracked by Wall St. Rank hold BMY as of Q2 2022.

Personal Wealth Partners reported no remaining Bristol-Myers Squibb position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 4,129 Bristol-Myers Squibb shares in Q2 2022, an estimated $302K.
Personal Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2018 and held it in 14 quarters.
Personal Wealth Partners's Bristol-Myers Squibb position peaked at $302K in Q1 2022.
2,537 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.