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Swaine & Leidel Wealth Services’s Bristol-Myers Squibb BMY Stock Holding History

Swaine & Leidel Wealth Services’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
Q1 		$3.85M Buy
+3,852
New +$259K 2.96% 15
2021
Q3 		$3.91M Buy
+66,143
New +$4.36M 3.45% 14
2021
Q1 		$3.85M Buy
61,013
+34,705
+132% +$2.16M 2.48% 20
2020
Q4 		$1.63M Buy
+26,308
New +$1.62M 1.18% 40

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Swaine & Leidel Wealth Services's BMY Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in Bristol-Myers Squibb (BMY) in Q1 2022: 3,852 shares worth $3.85M. The stake represents 2.96% of the portfolio and ranks #15 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in BMY as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in BMY in Q4 2020 and has held it in 4 quarters since. The position peaked at $3.91M in Q3 2021. 2,515 funds tracked by Wall St. Rank hold BMY as of Q1 2022.

  • Swaine & Leidel Wealth Services held 3,852 shares of Bristol-Myers Squibb worth $3.85M as of Q1 2022.
  • Bristol-Myers Squibb was a new Swaine & Leidel Wealth Services position in Q1 2022.
  • Bristol-Myers Squibb made up 2.96% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #15 holding.
  • Swaine & Leidel Wealth Services first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 4 quarters since.
  • Swaine & Leidel Wealth Services's Bristol-Myers Squibb position peaked at $3.91M in Q3 2021.
  • 2,515 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.