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Stewardship Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Stewardship Financial Advisors’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
2021
Q1 		$214K Sell
3,391
-87
-3% -$5.41K 0.07% 61
2020
Q4 		$216K Hold
3,478
– – 0.08% 58
2020
Q3 		$210K Hold
3,478
– – 0.09% 53
2020
Q2 		$205K Buy
+3,478
New +$208K 0.09% 52
2020
Q1 		– Sell
-3,859
Closed -$248K – 66
2019
Q4 		$248K Buy
+3,859
New +$221K 0.09% 50

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stewardship Financial Advisors's BMY Position: Q1 2021 in Review

Stewardship Financial Advisors reduced its Bristol-Myers Squibb (BMY) stake by 2.5% in Q1 2021, selling an estimated $5.41K and leaving 3,391 shares worth $214K. The position accounts for 0.07% of the portfolio, ranked #61.

Stewardship Financial Advisors first reported a position in BMY in Q4 2019 and has held it in 5 quarters since. The position peaked at $248K in Q4 2019. 2,368 funds tracked by Wall St. Rank hold BMY as of Q1 2021.

  • Stewardship Financial Advisors held 3,391 shares of Bristol-Myers Squibb worth $214K as of Q1 2021.
  • Stewardship Financial Advisors sold 87 Bristol-Myers Squibb shares in Q1 2021, an estimated $5.41K.
  • Bristol-Myers Squibb made up 0.07% of Stewardship Financial Advisors's portfolio in Q1 2021, its #61 holding.
  • Stewardship Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 5 quarters since.
  • Stewardship Financial Advisors's Bristol-Myers Squibb position peaked at $248K in Q4 2019.
  • 2,368 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.