Bromfield Sneider Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Bromfield Sneider Wealth 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	$15.1K	Hold	278	–	–	0.01%	97
2023 Q4	$14.3K	Hold	278	–	–	0.01%	95
2023 Q3	$16.1K	Hold	278	–	–	0.01%	91
2023 Q2	$17.8K	Hold	278	–	–	0.01%	90
2023 Q1	$19.3K	Hold	278	–	–	0.02%	88
2022 Q4	$20K	Hold	278	–	–	0.02%	86
2022 Q3	$20K	Hold	278	–	–	0.02%	80
2022 Q2	$21K	Hold	278	–	–	0.03%	80
2022 Q1	$20K	Buy	+278	New	+$18.7K	0.02%	94

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's BMY Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its Bristol-Myers Squibb (BMY) position steady in Q1 2024 at 278 shares worth $15.1K. The position accounts for 0.01% of the portfolio, ranked #97.

Bromfield Sneider Wealth Advisors first reported a position in BMY in Q1 2022 and has held it in 9 quarters since. The position peaked at $21K in Q2 2022. 2,338 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

Bromfield Sneider Wealth Advisors held 278 shares of Bristol-Myers Squibb worth $15.1K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its Bristol-Myers Squibb share count unchanged in Q1 2024.
Bristol-Myers Squibb made up 0.01% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #97 holding.
Bromfield Sneider Wealth Advisors first reported a position in Bristol-Myers Squibb in Q1 2022 and has held it in 9 quarters since.
Bromfield Sneider Wealth Advisors's Bristol-Myers Squibb position peaked at $21K in Q2 2022.
2,338 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.