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

Campbell 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 		$1.14M Buy
20,066
+13,753
+218% +$768K 0.1% 27
2024
Q3 		$327K Buy
+6,313
New +$296K 0.03% 47
2024
Q2 		– Sell
-19,921
Closed -$1.08M – 52
2024
Q1 		$1.08M Buy
19,921
+13,608
+216% +$693K 0.11% 27
2023
Q4 		$324K Sell
6,313
-13,770
-69% -$723K 0.04% 44
2023
Q3 		$1.17M Hold
20,083
– – 0.14% 26
2023
Q2 		$1.28M Sell
20,083
-1,397
-7% -$93.7K 0.17% 22
2023
Q1 		$1.49M Sell
21,480
-123
-0.6% -$8.68K 0.19% 26
2022
Q4 		$1.55M Buy
21,603
+54
+0.3% +$4.07K 0.22% 23
2022
Q3 		$1.53M Buy
21,549
+13,538
+169% +$982K 0.22% 23
2022
Q2 		$617K Sell
8,011
-13,519
-63% -$1.03M 0.09% 23
2022
Q1 		$1.57M Hold
21,530
– – 0.19% 18
2021
Q4 		$1.34M Sell
21,530
-816
-4% -$47.9K 0.15% 18
2021
Q3 		$1.32M Hold
22,346
– – 0.18% 17
2021
Q2 		$1.49M Sell
22,346
-207
-0.9% -$13.5K 0.2% 17
2021
Q1 		$1.42M Buy
22,553
+207
+0.9% +$12.9K 0.2% 18
2020
Q4 		$1.39M Sell
22,346
-3,416
-13% -$210K 0.2% 18
2020
Q3 		$1.55M Buy
25,762
+1,400
+6% +$84.3K 0.25% 18
2020
Q2 		$1.43M Sell
24,362
-91
-0.4% -$5.44K 0.25% 18
2020
Q1 		$1.36M Sell
24,453
-1,700
-7% -$104K 0.3% 17
2019
Q4 		$1.68M Sell
26,153
-1,118
-4% -$64K 0.34% 17
2019
Q3 		$1.38M Hold
27,271
– – 0.31% 17
2019
Q2 		$1.24M Buy
27,271
+211
+0.8% +$9.83K 0.3% 17
2019
Q1 		$1.29M Sell
27,060
-1,060
-4% -$52.8K 0.34% 17
2018
Q4 		$1.46M Buy
+28,120
New +$1.51M 0.45% 17

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Campbell Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 218% in Q4 2024, buying an estimated $768K and bringing the position to 20,066 shares worth $1.14M. The position accounts for 0.1% of the portfolio, ranked #27.

Campbell Wealth Management first reported a position in BMY in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.68M in Q4 2019. 2,486 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

  • Campbell Wealth Management held 20,066 shares of Bristol-Myers Squibb worth $1.14M as of Q4 2024.
  • Campbell Wealth Management bought 13,753 Bristol-Myers Squibb shares in Q4 2024, an estimated $768K.
  • Bristol-Myers Squibb made up 0.1% of Campbell Wealth Management's portfolio in Q4 2024, its #27 holding.
  • Campbell Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 24 quarters since.
  • Campbell Wealth Management's Bristol-Myers Squibb position peaked at $1.68M in Q4 2019.
  • 2,486 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.