Coombe, Bender & Co’s Bristol-Myers Squibb BMY Stock Holding History

Coombe, Bender & Co’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	$1.24M	Sell	29,841 -348	-1%	-$15.6K	0.73%	33
2024 Q1	$1.64M	Buy	30,189 +3,310	+12%	+$169K	0.99%	27
2023 Q4	$1.38M	Sell	26,879 -2,242	-8%	-$118K	0.86%	33
2023 Q3	$1.69M	Buy	29,121 +655	+2%	+$40.1K	1.27%	26
2023 Q2	$1.82M	Buy	28,466 +279	+1%	+$18.7K	1.33%	24
2023 Q1	$1.95M	Buy	28,187 +1,580	+6%	+$111K	1.53%	24
2022 Q4	$1.91M	Sell	26,607 -1,289	-5%	-$97.2K	1.75%	20
2022 Q3	$1.98M	Sell	27,896 -67	-0.2%	-$4.86K	1.76%	20
2022 Q2	$2.15M	Buy	+27,963	New	+$2.13M	1.82%	16

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

Coombe, Bender & Co's BMY Position: Q2 2024 in Review

Coombe, Bender & Co reduced its Bristol-Myers Squibb (BMY) stake by 1.2% in Q2 2024, selling an estimated $15.6K and leaving 29,841 shares worth $1.24M. The position accounts for 0.73% of the portfolio, ranked #33.

Coombe, Bender & Co first reported a position in BMY in Q2 2022 and has held it in 9 quarters since. The position peaked at $2.15M in Q2 2022. 2,152 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

Coombe, Bender & Co held 29,841 shares of Bristol-Myers Squibb worth $1.24M as of Q2 2024.
Coombe, Bender & Co sold 348 Bristol-Myers Squibb shares in Q2 2024, an estimated $15.6K.
Bristol-Myers Squibb made up 0.73% of Coombe, Bender & Co's portfolio in Q2 2024, its #33 holding.
Coombe, Bender & Co first reported a position in Bristol-Myers Squibb in Q2 2022 and has held it in 9 quarters since.
Coombe, Bender & Co's Bristol-Myers Squibb position peaked at $2.15M in Q2 2022.
2,152 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on Coombe, Bender & Co's 13F filing for Q2 2024, filed 12 Aug 2024.