Atlas Private Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Atlas Private 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 Q1	$246K	Buy	4,537 +10	+0.2%	+$509	0.1%	111
2023 Q4	$232K	Hold	4,527	–	–	0.11%	110
2023 Q3	$263K	Hold	4,527	–	–	0.14%	105
2023 Q2	$290K	Sell	4,527 -1,027	-18%	-$68.9K	0.15%	102
2023 Q1	$385K	Buy	5,554 +650	+13%	+$45.8K	0.23%	94
2022 Q4	$353K	Hold	4,904	–	–	0.16%	96
2022 Q3	$349K	Sell	4,904 -300	-6%	-$21.8K	0.25%	92
2022 Q2	$401K	Hold	5,204	–	–	0.27%	88
2022 Q1	$380K	Buy	5,204 +208	+4%	+$14K	0.22%	100
2021 Q4	$312K	Buy	+4,996	New	+$293K	0.17%	116
2021 Q2	–	Sell	-500	Closed	-$32K	–	144
2021 Q1	$32K	Hold	500	–	–	0.02%	223
2020 Q4	$31K	Sell	500 -100	-17%	-$6.15K	0.02%	230
2020 Q3	$36K	Sell	600 -600	-50%	-$36.1K	0.03%	207
2020 Q2	$71K	Sell	1,200 -198	-14%	-$11.8K	0.06%	173
2020 Q1	$78K	Buy	1,398 +3	+0.2%	+$183	0.07%	156
2019 Q4	$90K	Buy	+1,395	New	+$79.9K	0.07%	163

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Norges Bank Oslo, Norway $935B AUM

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

Atlas Private Wealth Management's BMY Position: Q1 2024 in Review

Atlas Private Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 0.22% in Q1 2024, buying an estimated $509 and bringing the position to 4,537 shares worth $246K. The position accounts for 0.1% of the portfolio, ranked #111.

Atlas Private Wealth Management first reported a position in BMY in Q4 2019 and has held it in 16 quarters since. The position peaked at $401K in Q2 2022. 2,332 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

Atlas Private Wealth Management held 4,537 shares of Bristol-Myers Squibb worth $246K as of Q1 2024.
Atlas Private Wealth Management bought 10 Bristol-Myers Squibb shares in Q1 2024, an estimated $509.
Bristol-Myers Squibb made up 0.1% of Atlas Private Wealth Management's portfolio in Q1 2024, its #111 holding.
Atlas Private Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 16 quarters since.
Atlas Private Wealth Management's Bristol-Myers Squibb position peaked at $401K in Q2 2022.
2,332 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.