BWM
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Buckley Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Buckley Wealth Management’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
Q4 		– Sell
-9,622
Closed -$498K – 102
2024
Q3 		$498K Sell
9,622
-4,610
-32% -$216K 0.15% 81
2024
Q2 		$591K Sell
14,232
-1,500
-10% -$67.1K 0.19% 76
2024
Q1 		$853K Sell
15,732
-870
-5% -$44.3K 0.27% 63
2023
Q4 		$852K Sell
16,602
-9,696
-37% -$509K 0.3% 65
2023
Q3 		$1.53M Sell
26,298
-146
-0.6% -$8.95K 0.57% 33
2023
Q2 		$1.69M Buy
26,444
+1,847
+8% +$124K 0.58% 34
2023
Q1 		$1.7M Sell
24,597
-221
-0.9% -$15.6K 0.63% 34
2022
Q4 		$1.79M Buy
24,818
+4,298
+21% +$324K 0.65% 34
2022
Q3 		$1.46M Sell
20,520
-140
-0.7% -$10.2K 0.54% 36
2022
Q2 		$1.59M Sell
20,660
-500
-2% -$38.1K 0.51% 36
2022
Q1 		$1.54M Sell
21,160
-2,433
-10% -$163K 0.42% 42
2021
Q4 		$1.47M Sell
23,593
-250
-1% -$14.7K 0.43% 43
2021
Q3 		$1.41M Hold
23,843
– – 0.46% 39
2021
Q2 		$1.59M Hold
23,843
– – 0.55% 33
2021
Q1 		$1.5M Hold
23,843
– – 0.56% 32
2020
Q4 		$1.48M Buy
23,843
+5,654
+31% +$348K 0.61% 31
2020
Q3 		$1.1M Buy
18,189
+3,050
+20% +$184K 0.49% 36
2020
Q2 		$890K Buy
15,139
+830
+6% +$49.6K 0.4% 47
2020
Q1 		$798K Sell
14,309
-788
-5% -$48.2K 0.43% 42
2019
Q4 		$969K Buy
15,097
+4,287
+40% +$246K 0.44% 36
2019
Q3 		$548K Buy
10,810
+2,200
+26% +$103K 0.27% 75
2019
Q2 		$390K Buy
8,610
+1,692
+24% +$78.8K 0.18% 103
2019
Q1 		$330K Buy
6,918
+1,500
+28% +$74.7K 0.16% 111
2018
Q4 		$282K Sell
5,418
-192
-3% -$10.3K 0.15% 119
2018
Q3 		$348K Sell
5,610
-2,500
-31% -$148K 0.15% 122
2018
Q2 		$449K Sell
8,110
-3,500
-30% -$189K 0.21% 99
2018
Q1 		$734K Sell
11,610
-2,600
-18% -$167K 0.36% 56
2017
Q4 		$871K Buy
+14,210
New +$889K 0.44% 49

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Buckley Wealth Management's BMY Position: Q4 2024 in Review

Buckley Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q4 2024, closing a stake of 9,622 shares — an estimated $498K sold.

Buckley Wealth Management first reported a position in BMY in Q4 2017 and held it in 28 quarters. The position peaked at $1.79M in Q4 2022. 2,490 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

  • Buckley Wealth Management reported no remaining Bristol-Myers Squibb position as of Q4 2024 after selling out during the quarter.
  • Buckley Wealth Management sold 9,622 Bristol-Myers Squibb shares in Q4 2024, an estimated $498K.
  • Buckley Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2017 and held it in 28 quarters.
  • Buckley Wealth Management's Bristol-Myers Squibb position peaked at $1.79M in Q4 2022.
  • 2,490 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

Based on Buckley Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.