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

Bigelow 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
Q1 		– Sell
-6,005
Closed -$308K – 155
2023
Q4 		$308K Sell
6,005
-653
-10% -$34.3K 0.17% 124
2023
Q3 		$386K Hold
6,658
– – 0.22% 108
2023
Q2 		$426K Sell
6,658
-80
-1% -$5.36K 0.23% 105
2023
Q1 		$467K Sell
6,738
-968
-13% -$68.3K 0.27% 100
2022
Q4 		$554K Sell
7,706
-775
-9% -$58.4K 0.32% 92
2022
Q3 		$603K Buy
8,481
+394
+5% +$28.6K 0.36% 79
2022
Q2 		$623K Buy
8,087
+561
+7% +$42.7K 0.34% 82
2022
Q1 		$550K Buy
7,526
+280
+4% +$18.8K 0.26% 94
2021
Q4 		$452K Buy
7,246
+750
+12% +$44K 0.21% 101
2021
Q3 		$384K Sell
6,496
-2,082
-24% -$137K 0.19% 107
2021
Q2 		$573K Buy
8,578
+332
+4% +$21.6K 0.28% 92
2021
Q1 		$521K Buy
8,246
+82
+1% +$5.1K 0.26% 92
2020
Q4 		$506K Buy
8,164
+667
+9% +$41K 0.27% 91
2020
Q3 		$452K Buy
7,497
+30
+0.4% +$1.81K 0.27% 94
2020
Q2 		$439K Buy
7,467
+2,708
+57% +$162K 0.28% 89
2020
Q1 		$265K Sell
4,759
-310
-6% -$18.9K 0.2% 121
2019
Q4 		$325K Buy
+5,069
New +$290K 0.19% 124
2018
Q4 		– Sell
-3,800
Closed -$236K – 147
2018
Q3 		$236K Sell
3,800
-718
-16% -$42.6K 0.16% 137
2018
Q2 		$250K Hold
4,518
– – 0.17% 133
2018
Q1 		$286K Buy
+4,518
New +$291K 0.19% 128

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bigelow Investment Advisors's BMY Position: Q1 2024 in Review

Bigelow Investment Advisors sold out of Bristol-Myers Squibb (BMY) in Q1 2024, closing a stake of 6,005 shares — an estimated $308K sold.

Bigelow Investment Advisors first reported a position in BMY in Q1 2018 and held it in 20 quarters. The position peaked at $623K in Q2 2022. 2,332 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

  • Bigelow Investment Advisors reported no remaining Bristol-Myers Squibb position as of Q1 2024 after selling out during the quarter.
  • Bigelow Investment Advisors sold 6,005 Bristol-Myers Squibb shares in Q1 2024, an estimated $308K.
  • Bigelow Investment Advisors first reported a position in Bristol-Myers Squibb in Q1 2018 and held it in 20 quarters.
  • Bigelow Investment Advisors's Bristol-Myers Squibb position peaked at $623K in Q2 2022.
  • 2,332 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on Bigelow Investment Advisors's 13F filing for Q1 2024, filed 8 May 2024.