Altrafin AG’s Bristol-Myers Squibb BMY Stock Holding History

Altrafin AG’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 Q4	–	Sell	-11,000	Closed	-$638K	–	61
2023 Q3	$638K	Hold	11,000	–	–	0.28%	51
2023 Q2	$703K	Hold	11,000	–	–	0.32%	48
2023 Q1	$762K	Sell	11,000 -200	-2%	-$14.1K	0.37%	49
2022 Q4	$806K	Hold	11,200	–	–	0.47%	46
2022 Q3	$796K	Hold	11,200	–	–	0.48%	47
2022 Q2	$862K	Sell	11,200 -27,000	-71%	-$2.06M	0.47%	48
2022 Q1	$2.79M	Buy	38,200 +200	+0.5%	+$13.4K	1.1%	31
2021 Q4	$2.37M	Buy	+38,000	New	+$2.23M	0.86%	37

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Altrafin AG's BMY Position: Q4 2023 in Review

Altrafin AG sold out of Bristol-Myers Squibb (BMY) in Q4 2023, closing a stake of 11,000 shares — an estimated $638K sold.

Altrafin AG first reported a position in BMY in Q4 2021 and held it in 8 quarters. The position peaked at $2.79M in Q1 2022. 2,363 funds tracked by Wall St. Rank hold BMY as of Q4 2023.

Altrafin AG reported no remaining Bristol-Myers Squibb position as of Q4 2023 after selling out during the quarter.
Altrafin AG sold 11,000 Bristol-Myers Squibb shares in Q4 2023, an estimated $638K.
Altrafin AG first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 8 quarters.
Altrafin AG's Bristol-Myers Squibb position peaked at $2.79M in Q1 2022.
2,363 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2023.

Based on Altrafin AG's 13F filing for Q4 2023, filed 17 Feb 2026.