Wipfli Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Wipfli Financial 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
2022 Q3	$1.02M	Buy	+14,382	New	+$1.04M	0.07%	116

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wipfli Financial Advisors's BMY Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Bristol-Myers Squibb (BMY) in Q3 2022: 14,382 shares worth $1.02M. The stake represents 0.07% of the portfolio and ranks #116 among its holdings.

2,469 funds tracked by Wall St. Rank hold BMY as of Q3 2022.

Wipfli Financial Advisors held 14,382 shares of Bristol-Myers Squibb worth $1.02M as of Q3 2022.
Bristol-Myers Squibb was a new Wipfli Financial Advisors position in Q3 2022.
Bristol-Myers Squibb made up 0.07% of Wipfli Financial Advisors's portfolio in Q3 2022, its #116 holding.
2,469 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.