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

Dechtman 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 		$207K Buy
+3,653
New +$204K 0.04% 65
2024
Q2 		– Sell
-4,201
Closed -$228K – 62
2024
Q1 		$228K Buy
4,201
+41
+1% +$2.09K 0.05% 61
2023
Q4 		$213K Buy
4,160
+37
+0.9% +$1.94K 0.06% 56
2023
Q3 		$239K Sell
4,123
-5,900
-59% -$362K 0.07% 47
2023
Q2 		$641K Buy
+10,023
New +$672K 0.19% 25

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Dechtman Wealth Management opened a new position in Bristol-Myers Squibb (BMY) in Q4 2024: 3,653 shares worth $207K. The stake represents 0.04% of the portfolio and ranks #65 among its holdings. This is a return to the name: Dechtman Wealth Management previously reported a position in BMY as recently as Q1 2024.

Dechtman Wealth Management first reported a position in BMY in Q2 2023 and has held it in 5 quarters since. The position peaked at $641K in Q2 2023. 2,493 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

  • Dechtman Wealth Management held 3,653 shares of Bristol-Myers Squibb worth $207K as of Q4 2024.
  • Bristol-Myers Squibb was a new Dechtman Wealth Management position in Q4 2024.
  • Bristol-Myers Squibb made up 0.04% of Dechtman Wealth Management's portfolio in Q4 2024, its #65 holding.
  • Dechtman Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2023 and has held it in 5 quarters since.
  • Dechtman Wealth Management's Bristol-Myers Squibb position peaked at $641K in Q2 2023.
  • 2,493 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.