PWMG
BMY icon

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

Pinnacle Wealth Management Group’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 		– Sell
-6,838
Closed -$486K – 103
2022
Q3 		$486K Buy
6,838
+193
+3% +$14K 0.43% 50
2022
Q2 		$512K Buy
6,645
+57
+0.9% +$4.34K 0.43% 52
2022
Q1 		$481K Hold
6,588
– – 0.36% 63
2021
Q4 		$411K Hold
6,588
– – 0.3% 77
2021
Q3 		$390K Hold
6,588
– – 0.29% 80
2021
Q2 		$440K Buy
+6,588
New +$430K 0.32% 77

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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

Pinnacle Wealth Management Group's BMY Position: Q4 2022 in Review

Pinnacle Wealth Management Group sold out of Bristol-Myers Squibb (BMY) in Q4 2022, closing a stake of 6,838 shares — an estimated $486K sold.

Pinnacle Wealth Management Group first reported a position in BMY in Q2 2021 and held it in 6 quarters. The position peaked at $512K in Q2 2022. 2,600 funds tracked by Wall St. Rank hold BMY as of Q4 2022.

  • Pinnacle Wealth Management Group reported no remaining Bristol-Myers Squibb position as of Q4 2022 after selling out during the quarter.
  • Pinnacle Wealth Management Group sold 6,838 Bristol-Myers Squibb shares in Q4 2022, an estimated $486K.
  • Pinnacle Wealth Management Group first reported a position in Bristol-Myers Squibb in Q2 2021 and held it in 6 quarters.
  • Pinnacle Wealth Management Group's Bristol-Myers Squibb position peaked at $512K in Q2 2022.
  • 2,600 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2022.

Based on Pinnacle Wealth Management Group's 13F filing for Q4 2022, filed 9 Jan 2023.