DCM Advisors’s Bristol-Myers Squibb BMY Stock Holding History

DCM Advisors’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	–	Sell	-9,158	Closed	-$470K	–	83
2023 Q4	$470K	Buy	+9,158	New	+$481K	0.17%	75
2023 Q2	–	Sell	-3,086	Closed	-$214K	–	79
2023 Q1	$214K	Sell	3,086 -111	-3%	-$7.83K	0.1%	68
2022 Q4	$230K	Sell	3,197 -170	-5%	-$12.8K	0.11%	67
2022 Q3	$239K	Sell	3,367 -6,623	-66%	-$480K	0.12%	169
2022 Q2	$771K	Buy	+9,990	New	+$761K	0.33%	81
2021 Q4	–	Sell	-6,798	Closed	-$402K	–	225
2021 Q3	$402K	Buy	6,798 +3,469	+104%	+$228K	0.15%	154
2021 Q2	$222K	Buy	+3,329	New	+$217K	0.13%	179

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

DCM Advisors's BMY Position: Q1 2024 in Review

DCM Advisors sold out of Bristol-Myers Squibb (BMY) in Q1 2024, closing a stake of 9,158 shares — an estimated $470K sold.

DCM Advisors first reported a position in BMY in Q2 2021 and held it in 7 quarters. The position peaked at $771K in Q2 2022. 2,332 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

DCM Advisors reported no remaining Bristol-Myers Squibb position as of Q1 2024 after selling out during the quarter.
DCM Advisors sold 9,158 Bristol-Myers Squibb shares in Q1 2024, an estimated $470K.
DCM Advisors first reported a position in Bristol-Myers Squibb in Q2 2021 and held it in 7 quarters.
DCM Advisors's Bristol-Myers Squibb position peaked at $771K in Q2 2022.
2,332 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on DCM Advisors's 13F filing for Q1 2024, filed 16 May 2024.