Smith & Howard Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Smith & Howard 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
2022 Q3	–	Sell	-2,698	Closed	-$208K	–	67
2022 Q2	$208K	Buy	+2,698	New	+$205K	0.09%	66
2020 Q4	–	Sell	-14,078	Closed	-$849K	–	65
2020 Q3	$849K	Hold	14,078	–	–	0.5%	29
2020 Q2	$828K	Sell	14,078 -279	-2%	-$16.7K	0.51%	29
2020 Q1	$800K	Sell	14,357 -175	-1%	-$10.7K	0.51%	31
2019 Q4	$933K	Buy	+14,532	New	+$832K	0.32%	35
2016 Q2	–	Sell	-3,196	Closed	-$204K	–	43
2016 Q1	$204K	Buy	+3,196	New	+$202K	0.08%	58
2014 Q1	–	Sell	-541	Closed	-$29K	–	56
2013 Q4	$29K	Hold	541	–	–	0.02%	138
2013 Q3	$25K	Hold	541	–	–	0.01%	139
2013 Q2	$24K	Buy	+541	New	+$23.5K	0.02%	121

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Smith & Howard Wealth Management's BMY Position: Q3 2022 in Review

Smith & Howard Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q3 2022, closing a stake of 2,698 shares — an estimated $208K sold.

Smith & Howard Wealth Management first reported a position in BMY in Q2 2013 and held it in 9 quarters. The position peaked at $933K in Q4 2019. 2,469 funds tracked by Wall St. Rank hold BMY as of Q3 2022.

Smith & Howard Wealth Management reported no remaining Bristol-Myers Squibb position as of Q3 2022 after selling out during the quarter.
Smith & Howard Wealth Management sold 2,698 Bristol-Myers Squibb shares in Q3 2022, an estimated $208K.
Smith & Howard Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2013 and held it in 9 quarters.
Smith & Howard Wealth Management's Bristol-Myers Squibb position peaked at $933K in Q4 2019.
2,469 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2022.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.