WealthStone’s Bristol-Myers Squibb BMY Stock Holding History

WealthStone’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	$460K	Buy	7,302 +905	+14%	+$56.3K	0.16%	95
2020 Q4	$397K	Buy	6,397 +831	+15%	+$51.1K	0.14%	101
2020 Q3	$336K	Buy	+5,566	New	+$335K	0.15%	93
2019 Q3	–	Sell	-37	Closed	-$1.68K	–	131
2019 Q2	$1.68K	Buy	+37	New	+$1.72K	﹤0.01%	572

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WealthStone's BMY Position: Q1 2021 in Review

WealthStone increased its Bristol-Myers Squibb (BMY) stake by 14% in Q1 2021, buying an estimated $56.3K and bringing the position to 7,302 shares worth $460K. The position accounts for 0.16% of the portfolio, ranked #95.

WealthStone first reported a position in BMY in Q2 2019 and has held it in 4 quarters since. 2,368 funds tracked by Wall St. Rank hold BMY as of Q1 2021.

WealthStone held 7,302 shares of Bristol-Myers Squibb worth $460K as of Q1 2021.
WealthStone bought 905 Bristol-Myers Squibb shares in Q1 2021, an estimated $56.3K.
Bristol-Myers Squibb made up 0.16% of WealthStone's portfolio in Q1 2021, its #95 holding.
WealthStone first reported a position in Bristol-Myers Squibb in Q2 2019 and has held it in 4 quarters since.
2,368 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.