Credential Qtrade Securities’s Bristol-Myers Squibb BMY Stock Holding History

Credential Qtrade Securities’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 Q1	$905K	Buy	+16,680	New	+$850K	0.05%	154
2022 Q4	–	Sell	-85	Closed	-$6.04K	–	349
2022 Q3	$6.04K	Buy	+85	New	+$6.17K	﹤0.01%	299
2020 Q2	–	Sell	-300	Closed	-$16.7K	–	288
2020 Q1	$16.7K	Buy	+300	New	+$18.3K	﹤0.01%	225
2019 Q4	–	Sell	-31	Closed	-$1.57K	–	304
2019 Q3	$1.57K	Hold	31	–	–	﹤0.01%	271
2019 Q2	$1.41K	Hold	31	–	–	﹤0.01%	292
2019 Q1	$1.48K	Sell	31 -11,841	-100%	-$590K	﹤0.01%	267
2018 Q4	$617K	Buy	11,872 +1,260	+12%	+$67.7K	0.14%	104
2018 Q3	$659K	Buy	+10,612	New	+$630K	0.13%	105

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credential Qtrade Securities's BMY Position: Q1 2024 in Review

Credential Qtrade Securities opened a new position in Bristol-Myers Squibb (BMY) in Q1 2024: 16,680 shares worth $905K. The stake represents 0.05% of the portfolio and ranks #154 among its holdings. This is a return to the name: Credential Qtrade Securities previously reported a position in BMY as recently as Q3 2022.

Credential Qtrade Securities first reported a position in BMY in Q3 2018 and has held it in 8 quarters since. 2,331 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

Credential Qtrade Securities held 16,680 shares of Bristol-Myers Squibb worth $905K as of Q1 2024.
Bristol-Myers Squibb was a new Credential Qtrade Securities position in Q1 2024.
Bristol-Myers Squibb made up 0.05% of Credential Qtrade Securities's portfolio in Q1 2024, its #154 holding.
Credential Qtrade Securities first reported a position in Bristol-Myers Squibb in Q3 2018 and has held it in 8 quarters since.
2,331 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.