Steward Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Steward Financial 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 Q3	$52K	Sell	904 -57	-6%	-$3.49K	0.02%	143
2023 Q2	$61K	Buy	+961	New	+$64.4K	0.02%	125
2022 Q3	–	Sell	-756	Closed	-$57K	–	234
2022 Q2	$57K	Buy	756 +228	+43%	+$17.4K	0.05%	79
2022 Q1	$38K	Buy	528 +45	+9%	+$3.02K	0.03%	105
2021 Q4	$29K	Buy	+483	New	+$28.3K	0.03%	104

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

Steward Financial Group's BMY Position: Q3 2023 in Review

Steward Financial Group reduced its Bristol-Myers Squibb (BMY) stake by 5.9% in Q3 2023, selling an estimated $3.49K and leaving 904 shares worth $52K. The position accounts for 0.02% of the portfolio, ranked #143.

Steward Financial Group first reported a position in BMY in Q4 2021 and has held it in 5 quarters since. The position peaked at $61K in Q2 2023. 2,387 funds tracked by Wall St. Rank hold BMY as of Q3 2023.

Steward Financial Group held 904 shares of Bristol-Myers Squibb worth $52K as of Q3 2023.
Steward Financial Group sold 57 Bristol-Myers Squibb shares in Q3 2023, an estimated $3.49K.
Bristol-Myers Squibb made up 0.02% of Steward Financial Group's portfolio in Q3 2023, its #143 holding.
Steward Financial Group first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 5 quarters since.
Steward Financial Group's Bristol-Myers Squibb position peaked at $61K in Q2 2023.
2,387 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.