Polaris Wealth Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

Polaris Wealth Advisory 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
2023 Q2	–	Sell	-13,863	Closed	-$961K	–	148
2023 Q1	$961K	Buy	13,863 +10,209	+279%	+$720K	0.07%	117
2022 Q4	$263K	Sell	3,654 -92	-2%	-$6.94K	0.02%	156
2022 Q3	$257K	Sell	3,746 -338,316	-99%	-$24.5M	0.02%	146
2022 Q2	$26.3M	Buy	342,062 +125,970	+58%	+$9.59M	2.11%	20
2022 Q1	$16.7M	Sell	216,092 -21,843	-9%	-$1.47M	1.12%	33
2021 Q4	$14.8M	Buy	+237,935	New	+$14M	0.85%	40
2021 Q3	–	Sell	-434,357	Closed	-$28.9M	–	177
2021 Q2	$28.9M	Buy	434,357 +43,957	+11%	+$2.87M	1.72%	24
2021 Q1	$24.4M	Buy	+390,400	New	+$24.3M	1.57%	25
2020 Q4	–	Sell	-4,405	Closed	-$261K	–	182
2020 Q3	$261K	Hold	4,405	–	–	0.02%	140
2020 Q2	$262K	Sell	4,405 -77,662	-95%	-$4.65M	0.02%	128
2020 Q1	$4.57M	Buy	82,067 +77,345	+1,638%	+$4.73M	0.5%	43
2019 Q4	$315K	Buy	4,722 +74	+2%	+$4.24K	0.02%	127
2019 Q3	$229K	Buy	+4,648	New	+$218K	0.02%	135
2019 Q2	–	Sell	-30,801	Closed	-$1.45M	–	144
2019 Q1	$1.45M	Buy	30,801 +19,672	+177%	+$980K	0.11%	91
2018 Q4	$578K	Buy	11,129 +7,340	+194%	+$394K	0.05%	107
2018 Q3	$235K	Sell	3,789 -337,984	-99%	-$20.1M	0.02%	146
2018 Q2	$21.6M	Sell	341,773 -9,188	-3%	-$496K	1.83%	24
2018 Q1	$22.2M	Buy	350,961 +40,835	+13%	+$2.63M	1.81%	22
2017 Q4	$19M	Buy	310,126 +16,369	+6%	+$1.02M	1.56%	30
2017 Q3	$18.7M	Buy	293,757 +6,001	+2%	+$350K	1.65%	26
2017 Q2	$16M	Buy	287,756 +9,912	+4%	+$539K	1.82%	28
2017 Q1	$15.1M	Buy	+277,844	New	+$15.2M	1.65%	30
2014 Q1	–	Sell	-200	Closed	-$11K	–	166
2013 Q4	$11K	Buy	+200	New	+$10.2K	﹤0.01%	140

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

Polaris Wealth Advisory Group's BMY Position: Q2 2023 in Review

Polaris Wealth Advisory Group sold out of Bristol-Myers Squibb (BMY) in Q2 2023, closing a stake of 13,863 shares — an estimated $961K sold.

Polaris Wealth Advisory Group first reported a position in BMY in Q4 2013 and held it in 23 quarters. The position peaked at $28.9M in Q2 2021. 2,481 funds tracked by Wall St. Rank hold BMY as of Q2 2023.

Polaris Wealth Advisory Group reported no remaining Bristol-Myers Squibb position as of Q2 2023 after selling out during the quarter.
Polaris Wealth Advisory Group sold 13,863 Bristol-Myers Squibb shares in Q2 2023, an estimated $961K.
Polaris Wealth Advisory Group first reported a position in Bristol-Myers Squibb in Q4 2013 and held it in 23 quarters.
Polaris Wealth Advisory Group's Bristol-Myers Squibb position peaked at $28.9M in Q2 2021.
2,481 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2023, filed 7 Aug 2023.