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Bender Robert & Associates’s Bristol-Myers Squibb BMY Stock Holding History

Bender Robert & Associates’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 		– Sell
-24,307
Closed -$1.01M – 49
2024
Q2 		$1.01M Buy
+24,307
New +$1.09M 0.22% 29

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bender Robert & Associates's BMY Position: Q2 2024 in Review

Bender Robert & Associates sold out of Bristol-Myers Squibb (BMY) in Q2 2024, closing a stake of 27,442 shares — an estimated $1.23M sold.

Bender Robert & Associates first reported a position in BMY in Q2 2013 and held it in 44 quarters. The position peaked at $2.01M in Q4 2022. 2,148 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

  • Bender Robert & Associates reported no remaining Bristol-Myers Squibb position as of Q2 2024 after selling out during the quarter.
  • Bender Robert & Associates sold 27,442 Bristol-Myers Squibb shares in Q2 2024, an estimated $1.23M.
  • Bender Robert & Associates first reported a position in Bristol-Myers Squibb in Q2 2013 and held it in 44 quarters.
  • Bender Robert & Associates's Bristol-Myers Squibb position peaked at $2.01M in Q4 2022.
  • 2,148 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on Bender Robert & Associates's 13F filing for Q2 2024, filed 30 Jul 2024.