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

CMH 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
-76,606
Closed -$4.15M – 50
2024
Q1 		$4.15M Buy
76,606
+16,168
+27% +$824K 1.06% 39
2023
Q4 		$3.1M Buy
60,438
+14,372
+31% +$754K 0.75% 41
2023
Q3 		$2.67M Sell
46,066
-9,107
-17% -$558K 0.75% 41
2023
Q2 		$3.53M Buy
55,173
+2,569
+5% +$172K 0.95% 38
2023
Q1 		$3.65M Buy
52,604
+1,893
+4% +$134K 1.05% 40
2022
Q4 		$3.65M Buy
50,711
+92
+0.2% +$6.94K 1.17% 38
2022
Q3 		$3.6M Buy
50,619
+1,279
+3% +$92.8K 1.32% 33
2022
Q2 		$3.8M Sell
49,340
-20,961
-30% -$1.6M 1.37% 28
2022
Q1 		$5.13M Buy
70,301
+4,239
+6% +$285K 1.58% 23
2021
Q4 		$4.12M Sell
66,062
-326
-0.5% -$19.1K 1.24% 34
2021
Q3 		$3.93M Buy
66,388
+1,190
+2% +$78.4K 1.29% 31
2021
Q2 		$4.36M Sell
65,198
-26,736
-29% -$1.74M 1.46% 27
2021
Q1 		$5.8M Buy
91,934
+1,764
+2% +$110K 2.19% 19
2020
Q4 		$5.59M Buy
90,170
+18,612
+26% +$1.14M 2.05% 18
2020
Q3 		$4.31M Buy
71,558
+4,168
+6% +$251K 1.85% 20
2020
Q2 		$3.96M Buy
67,390
+185
+0.3% +$11.1K 1.89% 18
2020
Q1 		$3.75M Buy
67,205
+21,815
+48% +$1.33M 2.19% 13
2019
Q4 		$2.91M Sell
45,390
-460
-1% -$26.3K 1.5% 28
2019
Q3 		$2.33M Buy
+45,850
New +$2.15M 1.32% 35
2017
Q1 		– Sell
-22,360
Closed -$1.25M – 49
2016
Q4 		$1.25M Buy
+22,360
New +$1.22M 1.1% 38

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

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

CMH Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q2 2024, closing a stake of 76,606 shares — an estimated $4.15M sold.

CMH Wealth Management first reported a position in BMY in Q4 2016 and held it in 20 quarters. The position peaked at $5.8M in Q1 2021. 2,147 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

  • CMH Wealth Management reported no remaining Bristol-Myers Squibb position as of Q2 2024 after selling out during the quarter.
  • CMH Wealth Management sold 76,606 Bristol-Myers Squibb shares in Q2 2024, an estimated $4.15M.
  • CMH Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2016 and held it in 20 quarters.
  • CMH Wealth Management's Bristol-Myers Squibb position peaked at $5.8M in Q1 2021.
  • 2,147 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on CMH Wealth Management's 13F filing for Q2 2024, filed 11 Jul 2024.