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AFT Forsyth & Company’s Bristol-Myers Squibb BMY Stock Holding History

AFT Forsyth & Company’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
Q3 		– Sell
-3,518
Closed -$225K – 129
2023
Q2 		$225K Buy
3,518
+101
+3% +$6.77K 0.16% 124
2023
Q1 		$237K Sell
3,417
-229
-6% -$16.2K 0.18% 122
2022
Q4 		$262K Sell
3,646
-80
-2% -$6.03K 0.22% 115
2022
Q3 		$265K Buy
3,726
+1
+0% +$73 0.24% 113
2022
Q2 		$287K Hold
3,725
– – 0.23% 109
2022
Q1 		$272K Buy
3,725
+1
+0% +$67 0.17% 127
2021
Q4 		$232K Sell
3,724
-499
-12% -$29.3K 0.12% 143
2021
Q3 		$250K Hold
4,223
– – 0.13% 138
2021
Q2 		$282K Buy
4,223
+1
+0% +$65 0.15% 136
2021
Q1 		$267K Sell
4,222
-148
-3% -$9.21K 0.16% 131
2020
Q4 		$271K Sell
4,370
-71
-2% -$4.37K 0.17% 129
2020
Q3 		$268K Buy
4,441
+618
+16% +$37.2K 0.2% 115
2020
Q2 		$225K Buy
+3,823
New +$229K 0.19% 116
2020
Q1 		– Sell
-3,208
Closed -$206K – 126
2019
Q4 		$206K Buy
+3,208
New +$184K 0.16% 135
2018
Q4 		– Sell
-3,440
Closed -$214K – 137
2018
Q3 		$214K Buy
+3,440
New +$204K 0.18% 133
2018
Q2 		– Sell
-3,525
Closed -$223K – 140
2018
Q1 		$223K Sell
3,525
-2,425
-41% -$156K 0.21% 127
2017
Q4 		$365K Buy
+5,950
New +$372K 0.36% 97
2013
Q3 		$717K Buy
15,494
+700
+5% +$30.7K 0.93% 31
2013
Q2 		$661K Buy
+14,794
New +$642K 0.94% 34

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

AFT Forsyth & Company's BMY Position: Q3 2023 in Review

AFT Forsyth & Company sold out of Bristol-Myers Squibb (BMY) in Q3 2023, closing a stake of 3,518 shares — an estimated $225K sold.

AFT Forsyth & Company first reported a position in BMY in Q2 2013 and held it in 19 quarters. The position peaked at $717K in Q3 2013. 2,388 funds tracked by Wall St. Rank hold BMY as of Q3 2023.

  • AFT Forsyth & Company reported no remaining Bristol-Myers Squibb position as of Q3 2023 after selling out during the quarter.
  • AFT Forsyth & Company sold 3,518 Bristol-Myers Squibb shares in Q3 2023, an estimated $225K.
  • AFT Forsyth & Company first reported a position in Bristol-Myers Squibb in Q2 2013 and held it in 19 quarters.
  • AFT Forsyth & Company's Bristol-Myers Squibb position peaked at $717K in Q3 2013.
  • 2,388 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2023.

Based on AFT Forsyth & Company's 13F filing for Q3 2023, filed 7 Nov 2023.