Anchor Pointe Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Anchor Pointe Wealth Management’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 Q4	$234K	Buy	+4,166	New	+$233K	0.3%	65

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Anchor Pointe Wealth Management's BMY Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in Bristol-Myers Squibb (BMY) in Q4 2024: 4,166 shares worth $234K. The stake represents 0.3% of the portfolio and ranks #65 among its holdings.

2,493 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

Anchor Pointe Wealth Management held 4,166 shares of Bristol-Myers Squibb worth $234K as of Q4 2024.
Bristol-Myers Squibb was a new Anchor Pointe Wealth Management position in Q4 2024.
Bristol-Myers Squibb made up 0.3% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #65 holding.
2,493 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.