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

Cahaba 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 Q2	–	Sell	-3,872	Closed	-$210K	–	150
2024 Q1	$210K	Sell	3,872 -91	-2%	-$4.64K	0.02%	143
2023 Q4	$203K	Sell	3,963 -540	-12%	-$28.3K	0.02%	137
2023 Q3	$261K	Sell	4,503 -1,975	-30%	-$121K	0.03%	116
2023 Q2	$414K	Buy	6,478 +1,329	+26%	+$89.1K	0.04%	88
2023 Q1	$357K	Sell	5,149 -34	-0.7%	-$2.4K	0.04%	99
2022 Q4	$373K	Buy	5,183 +4	+0.1%	+$302	0.05%	96
2022 Q3	$368K	Sell	5,179 -77	-1%	-$5.59K	0.05%	85
2022 Q2	$404K	Sell	5,256 -135	-3%	-$10.3K	0.06%	85
2022 Q1	$405K	Buy	5,391 +132	+3%	+$8.86K	0.06%	91
2021 Q4	$328K	Buy	5,259 +1,481	+39%	+$86.9K	0.04%	114
2021 Q3	$223K	Buy	+3,778	New	+$249K	0.03%	127

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Cahaba Wealth Management's BMY Position: Q2 2024 in Review

Cahaba Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q2 2024, closing a stake of 3,872 shares — an estimated $210K sold.

Cahaba Wealth Management first reported a position in BMY in Q3 2021 and held it in 11 quarters. The position peaked at $414K in Q2 2023. 2,152 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

Cahaba Wealth Management reported no remaining Bristol-Myers Squibb position as of Q2 2024 after selling out during the quarter.
Cahaba Wealth Management sold 3,872 Bristol-Myers Squibb shares in Q2 2024, an estimated $210K.
Cahaba Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2021 and held it in 11 quarters.
Cahaba Wealth Management's Bristol-Myers Squibb position peaked at $414K in Q2 2023.
2,152 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on Cahaba Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.