Annapolis Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

Annapolis Financial Services’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 Q3	$6.37K	Buy	123 +17	+16%	+$797	﹤0.01%	309
2024 Q2	$4.4K	Hold	106	–	–	﹤0.01%	315
2024 Q1	$5.75K	Sell	106 -80	-43%	-$4.08K	﹤0.01%	304
2023 Q4	$9.54K	Sell	186 -2,900	-94%	-$152K	﹤0.01%	355
2023 Q3	$179K	Hold	3,086	–	–	0.05%	113
2023 Q2	$197K	Hold	3,086	–	–	0.06%	111
2023 Q1	$214K	Hold	3,086	–	–	0.06%	106
2022 Q4	$222K	Sell	3,086 -110	-3%	-$8.29K	0.07%	107
2022 Q3	$227K	Buy	3,196 +106	+3%	+$7.69K	0.08%	102
2022 Q2	$238K	Sell	3,090 -132	-4%	-$10.1K	0.09%	97
2022 Q1	$235K	Hold	3,222	–	–	0.08%	98
2021 Q4	$201K	Buy	3,222 +56	+2%	+$3.29K	0.06%	108
2021 Q3	$187K	Hold	3,166	–	–	0.06%	106
2021 Q2	$212K	Sell	3,166 -326	-9%	-$21.3K	0.07%	100
2021 Q1	$220K	Buy	3,492 +1,600	+85%	+$99.5K	0.08%	89
2020 Q4	$117K	Buy	+1,892	New	+$116K	0.05%	107

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Annapolis Financial Services's BMY Position: Q3 2024 in Review

Annapolis Financial Services increased its Bristol-Myers Squibb (BMY) stake by 16% in Q3 2024, buying an estimated $797 and bringing the position to 123 shares worth $6.37K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Annapolis Financial Services first reported a position in BMY in Q4 2020 and has held it in 16 quarters since. The position peaked at $238K in Q2 2022. 2,258 funds tracked by Wall St. Rank hold BMY as of Q3 2024.

Annapolis Financial Services held 123 shares of Bristol-Myers Squibb worth $6.37K as of Q3 2024.
Annapolis Financial Services bought 17 Bristol-Myers Squibb shares in Q3 2024, an estimated $797.
Bristol-Myers Squibb made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #309 holding.
Annapolis Financial Services first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's Bristol-Myers Squibb position peaked at $238K in Q2 2022.
2,258 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.