SWA
BMY icon

Sutton Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Sutton Wealth 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
2023
Q3 		$568K Buy
9,790
+84
+0.9% +$5.15K 0.28% 60
2023
Q2 		$621K Buy
9,706
+140
+1% +$9.39K 0.3% 56
2023
Q1 		$663K Sell
9,566
-2,285
-19% -$161K 0.35% 51
2022
Q4 		$853K Buy
11,851
+114
+1% +$8.6K 0.32% 54
2022
Q3 		$834K Sell
11,737
-55
-0.5% -$3.99K 0.34% 53
2022
Q2 		$908K Buy
11,792
+67
+0.6% +$5.1K 0.36% 51
2022
Q1 		$856K Buy
11,725
+68
+0.6% +$4.57K 0.29% 59
2021
Q4 		$727K Sell
11,657
-68
-0.6% -$3.99K 0.24% 69
2021
Q3 		$694K Buy
11,725
+11
+0.1% +$724 0.26% 68
2021
Q2 		$783K Sell
11,714
-12
-0.1% -$782 0.29% 62
2021
Q1 		$740K Buy
11,726
+20
+0.2% +$1.24K 0.29% 59
2020
Q4 		$726K Buy
11,706
+39
+0.3% +$2.4K 0.31% 57
2020
Q3 		$703K Buy
11,667
+108
+0.9% +$6.5K 0.34% 54
2020
Q2 		$680K Sell
11,559
-3
-0% -$179 0.36% 48
2020
Q1 		$644K Buy
11,562
+14
+0.1% +$856 0.41% 47
2019
Q4 		$741K Buy
11,548
+161
+1% +$9.22K 0.38% 50
2019
Q3 		$577K Sell
11,387
-177
-2% -$8.32K 0.32% 52
2019
Q2 		$524K Sell
11,564
-45
-0.4% -$2.1K 0.3% 55
2019
Q1 		$554K Buy
11,609
+27
+0.2% +$1.34K 0.32% 50
2018
Q4 		$602K Buy
11,582
+7,328
+172% +$394K 0.39% 45
2018
Q3 		$264K Hold
4,254
– – 0.17% 100
2018
Q2 		$235K Hold
4,254
– – 0.16% 107
2018
Q1 		$269K Hold
4,254
– – 0.19% 89
2017
Q4 		$261K Hold
4,254
– – 0.19% 94
2017
Q3 		$271K Hold
4,254
– – 0.21% 83
2017
Q2 		$237K Sell
4,254
-12
-0.3% -$653 0.19% 93
2017
Q1 		$232K Hold
4,266
– – 0.19% 85
2016
Q4 		$249K Sell
4,266
-47
-1% -$2.57K 0.22% 76
2016
Q3 		$233K Sell
4,313
-689
-14% -$44.3K 0.21% 77
2016
Q2 		$368K Sell
5,002
-326
-6% -$23K 0.35% 52
2016
Q1 		$340K Buy
+5,328
New +$336K 0.32% 55

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sutton Wealth Advisors's BMY Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 0.87% in Q3 2023, buying an estimated $5.15K and bringing the position to 9,790 shares worth $568K. The position accounts for 0.28% of the portfolio, ranked #60.

Sutton Wealth Advisors first reported a position in BMY in Q1 2016 and has held it in 31 quarters since. The position peaked at $908K in Q2 2022. 2,388 funds tracked by Wall St. Rank hold BMY as of Q3 2023.

  • Sutton Wealth Advisors held 9,790 shares of Bristol-Myers Squibb worth $568K as of Q3 2023.
  • Sutton Wealth Advisors bought 84 Bristol-Myers Squibb shares in Q3 2023, an estimated $5.15K.
  • Bristol-Myers Squibb made up 0.28% of Sutton Wealth Advisors's portfolio in Q3 2023, its #60 holding.
  • Sutton Wealth Advisors first reported a position in Bristol-Myers Squibb in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Bristol-Myers Squibb position peaked at $908K in Q2 2022.
  • 2,388 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.