Braun-Bostich & Associates’s Bristol-Myers Squibb BMY Stock Holding History

Braun-Bostich & 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
2023 Q3	–	Sell	-3,917	Closed	-$250K	–	59
2023 Q2	$250K	Buy	3,917 +399	+11%	+$26.8K	0.54%	62
2023 Q1	$244K	Buy	+3,518	New	+$248K	0.58%	61
2020 Q3	–	Sell	-100	Closed	-$6K	–	237
2020 Q2	$6K	Hold	100	–	–	0.01%	250
2020 Q1	$5K	Hold	100	–	–	0.01%	247
2019 Q4	$6K	Buy	+100	New	+$5.73K	0.01%	269
2019 Q3	–	Sell	-100	Closed	-$5K	–	116
2019 Q2	$5K	Hold	100	–	–	0.01%	288
2019 Q1	$5K	Hold	100	–	–	0.01%	291
2018 Q4	$5K	Hold	100	–	–	0.01%	280
2018 Q3	$6K	Hold	100	–	–	0.01%	284
2018 Q2	$6K	Hold	100	–	–	0.01%	270
2018 Q1	$6K	Hold	100	–	–	0.01%	282
2017 Q4	$6K	Buy	+100	New	+$6.25K	0.01%	269

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Braun-Bostich & Associates's BMY Position: Q3 2023 in Review

Braun-Bostich & Associates sold out of Bristol-Myers Squibb (BMY) in Q3 2023, closing a stake of 3,917 shares — an estimated $250K sold.

Braun-Bostich & Associates first reported a position in BMY in Q4 2017 and held it in 12 quarters. The position peaked at $250K in Q2 2023. 2,387 funds tracked by Wall St. Rank hold BMY as of Q3 2023.

Braun-Bostich & Associates reported no remaining Bristol-Myers Squibb position as of Q3 2023 after selling out during the quarter.
Braun-Bostich & Associates sold 3,917 Bristol-Myers Squibb shares in Q3 2023, an estimated $250K.
Braun-Bostich & Associates first reported a position in Bristol-Myers Squibb in Q4 2017 and held it in 12 quarters.
Braun-Bostich & Associates's Bristol-Myers Squibb position peaked at $250K in Q2 2023.
2,387 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2023.

Based on Braun-Bostich & Associates's 13F filing for Q3 2023, filed 1 Nov 2023.