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B.O.S.S. Retirement Advisors’s Bristol-Myers Squibb BMY Stock Holding History

B.O.S.S. Retirement 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
Q1 		– Sell
-4,142
Closed -$213K – 139
2023
Q4 		$213K Sell
4,142
-223
-5% -$11.7K 0.04% 234
2023
Q3 		$253K Buy
4,365
+589
+16% +$36.1K 0.05% 215
2023
Q2 		$241K Sell
3,776
-18,142
-83% -$1.22M 0.05% 220
2023
Q1 		$1.52M Buy
21,918
+138
+0.6% +$9.73K 0.36% 117
2022
Q4 		$1.57M Buy
+21,780
New +$1.64M 0.4% 107

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

B.O.S.S. Retirement Advisors's BMY Position: Q1 2024 in Review

B.O.S.S. Retirement Advisors sold out of Bristol-Myers Squibb (BMY) in Q1 2024, closing a stake of 4,142 shares — an estimated $213K sold.

B.O.S.S. Retirement Advisors first reported a position in BMY in Q4 2022 and held it in 5 quarters. The position peaked at $1.57M in Q4 2022. 2,339 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Bristol-Myers Squibb position as of Q1 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 4,142 Bristol-Myers Squibb shares in Q1 2024, an estimated $213K.
  • B.O.S.S. Retirement Advisors first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 5 quarters.
  • B.O.S.S. Retirement Advisors's Bristol-Myers Squibb position peaked at $1.57M in Q4 2022.
  • 2,339 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.