SEC 13F Intelligence

Minot Wealth Management LLC / BMY

Minot Wealth Management LLC’s Bristol-Myers Squibb Co Position

Does Minot Wealth Management LLC own Bristol-Myers Squibb Co (BMY)? Yes — 56.8K shares worth $4M (+1.12% of its 13F portfolio) as of Q2 2022, up from 25.9K shares the prior filed quarter.

Position Value
$4M
Q2 2022
Shares
56.8K
% of Portfolio
+1.12%
Quarters Held
11
currently held

Position History BMY

Reported value by quarter
Q4 ’19: $277,000Q4 ’19Q1 ’20: $385,000Q2 ’20: $2MQ2 ’20Q3 ’20: $3MQ4 ’20: $3MQ4 ’20Q1 ’21: $1MQ2 ’21: $2MQ2 ’21Q3 ’21: $1MQ4 ’21: $566,000Q4 ’21Q1 ’22: $2MQ2 ’22: $4MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202256.8K$4M+1.12%
Q1 202225.9K$2M+0.41%
Q4 20219.1K$566,000+0.11%
Q3 202122.7K$1M+0.29%
Q2 202122.4K$2M+0.33%
Q1 202120.4K$1M+0.33%
Q4 202042.4K$3M+0.79%
Q3 202047.9K$3M+1.09%
Q2 202041.5K$2M+1.22%
Q1 20206.9K$385,000+0.28%
Q4 20194.1K$277,000+0.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Minot Wealth Management LLC’s full portfolio or all institutional holders of BMY.