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WD Rutherford’s Bristol-Myers Squibb BMY Stock Holding History

WD Rutherford’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
Q1 		– Sell
-1,135
Closed -$81.7K – 86
2022
Q4 		$81.7K Hold
1,135
– – 0.06% 85
2022
Q3 		$81K Buy
1,135
+160
+16% +$11.6K 0.07% 88
2022
Q2 		$75K Buy
975
+85
+10% +$6.47K 0.06% 83
2022
Q1 		$65K Buy
+890
New +$59.8K 0.04% 99

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WD Rutherford's BMY Position: Q1 2023 in Review

WD Rutherford sold out of Bristol-Myers Squibb (BMY) in Q1 2023, closing a stake of 1,135 shares — an estimated $81.7K sold.

WD Rutherford first reported a position in BMY in Q1 2022 and held it in 4 quarters. The position peaked at $81.7K in Q4 2022. 2,540 funds tracked by Wall St. Rank hold BMY as of Q1 2023.

  • WD Rutherford reported no remaining Bristol-Myers Squibb position as of Q1 2023 after selling out during the quarter.
  • WD Rutherford sold 1,135 Bristol-Myers Squibb shares in Q1 2023, an estimated $81.7K.
  • WD Rutherford first reported a position in Bristol-Myers Squibb in Q1 2022 and held it in 4 quarters.
  • WD Rutherford's Bristol-Myers Squibb position peaked at $81.7K in Q4 2022.
  • 2,540 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2023.

Based on WD Rutherford's 13F filing for Q1 2023, filed 11 Apr 2023.