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Buckingham Strategic Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$526 Buy
+100
New +$4.47K ﹤0.01% 792

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Buckingham Strategic Wealth's BMY Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Bristol-Myers Squibb (BMY) stake by 6.1% in Q2 2024, selling an estimated $135K and leaving 46,466 shares worth $1.93M. The position accounts for 0.02% of the portfolio, ranked #240.

Buckingham Strategic Wealth first reported a position in BMY in Q2 2013 and has held it in 45 quarters since. The position peaked at $3.62M in Q2 2022. 2,147 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

  • Buckingham Strategic Wealth held 46,466 shares of Bristol-Myers Squibb worth $1.93M as of Q2 2024.
  • Buckingham Strategic Wealth sold 3,009 Bristol-Myers Squibb shares in Q2 2024, an estimated $135K.
  • Bristol-Myers Squibb made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #240 holding.
  • Buckingham Strategic Wealth first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 45 quarters since.
  • Buckingham Strategic Wealth's Bristol-Myers Squibb position peaked at $3.62M in Q2 2022.
  • 2,147 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.