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Wambolt & Associates’s Bristol-Myers Squibb BMY Stock Holding History

Wambolt & Associates’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
Q3 		– Sell
-4,364
Closed -$290K – 246
2021
Q2 		$290K Buy
+4,364
New +$285K 0.12% 193

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wambolt & Associates's BMY Position: Q3 2021 in Review

Wambolt & Associates sold out of Bristol-Myers Squibb (BMY) in Q3 2021, closing a stake of 4,364 shares — an estimated $290K sold.

Wambolt & Associates first reported a position in BMY in Q2 2021 and held it in 1 quarter. The position peaked at $290K in Q2 2021. 2,293 funds tracked by Wall St. Rank hold BMY as of Q3 2021.

  • Wambolt & Associates reported no remaining Bristol-Myers Squibb position as of Q3 2021 after selling out during the quarter.
  • Wambolt & Associates sold 4,364 Bristol-Myers Squibb shares in Q3 2021, an estimated $290K.
  • Wambolt & Associates first reported a position in Bristol-Myers Squibb in Q2 2021 and held it in 1 quarter.
  • Wambolt & Associates's Bristol-Myers Squibb position peaked at $290K in Q2 2021.
  • 2,293 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2021.

Based on Wambolt & Associates's 13F filing for Q3 2021, filed 20 Oct 2021.