Angeles Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Angeles Investment 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	-6,659	Closed	-$361K	–	218
2024 Q1	$361K	Buy	6,659 +1,018	+18%	+$51.9K	0.02%	151
2023 Q4	$289K	Buy	5,641 +78	+1%	+$4.09K	0.02%	153
2023 Q3	$323K	Sell	5,563 -221	-4%	-$13.5K	0.03%	133
2023 Q2	$370K	Buy	5,784 +1,254	+28%	+$84.1K	0.03%	95
2023 Q1	$314K	Buy	+4,530	New	+$320K	0.03%	102
2022 Q1	–	Sell	-6,465	Closed	-$403K	–	138
2021 Q4	$403K	Buy	6,465 +558	+9%	+$32.7K	0.02%	141
2021 Q3	$350K	Buy	5,907 +750	+15%	+$49.4K	0.02%	142
2021 Q2	$345K	Hold	5,157	–	–	0.02%	101
2021 Q1	$326K	Hold	5,157	–	–	0.03%	87
2020 Q4	$320K	Hold	5,157	–	–	0.03%	88
2020 Q3	$311K	Hold	5,157	–	–	0.04%	84
2020 Q2	$303K	Sell	5,157 -781	-13%	-$46.7K	0.04%	77
2020 Q1	$366K	Buy	5,938 +293	+5%	+$17.9K	0.1%	65
2019 Q4	$362K	Buy	5,645 +62	+1%	+$3.55K	0.07%	60
2019 Q3	$283K	Buy	+5,583	New	+$262K	0.06%	59

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Angeles Investment Advisors's BMY Position: Q2 2024 in Review

Angeles Investment Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2024, closing a stake of 6,659 shares — an estimated $361K sold.

Angeles Investment Advisors first reported a position in BMY in Q3 2019 and held it in 15 quarters. The position peaked at $403K in Q4 2021. 2,147 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

Angeles Investment Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2024 after selling out during the quarter.
Angeles Investment Advisors sold 6,659 Bristol-Myers Squibb shares in Q2 2024, an estimated $361K.
Angeles Investment Advisors first reported a position in Bristol-Myers Squibb in Q3 2019 and held it in 15 quarters.
Angeles Investment Advisors's Bristol-Myers Squibb position peaked at $403K in Q4 2021.
2,147 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on Angeles Investment Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.