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

AA 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
2024 Q2	–	Sell	-5,031	Closed	-$273K	–	161
2024 Q1	$273K	Buy	+5,031	New	+$256K	0.11%	133

Other funds holding BMY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AA Financial Advisors's BMY Position: Q2 2024 in Review

AA Financial Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2024, closing a stake of 5,031 shares — an estimated $273K sold.

AA Financial Advisors first reported a position in BMY in Q1 2024 and held it in 1 quarter. The position peaked at $273K in Q1 2024. 2,153 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

AA Financial Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2024 after selling out during the quarter.
AA Financial Advisors sold 5,031 Bristol-Myers Squibb shares in Q2 2024, an estimated $273K.
AA Financial Advisors first reported a position in Bristol-Myers Squibb in Q1 2024 and held it in 1 quarter.
AA Financial Advisors's Bristol-Myers Squibb position peaked at $273K in Q1 2024.
2,153 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on AA Financial Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.