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Disciplined Equity Management’s Bristol-Myers Squibb BMY Stock Holding History

Disciplined Equity 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
Q1 		– Sell
-2,581
Closed -$132K – 66
2023
Q4 		$132K Buy
+2,581
New +$135K 0.09% 54

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Disciplined Equity Management's BMY Position: Q1 2024 in Review

Disciplined Equity Management sold out of Bristol-Myers Squibb (BMY) in Q1 2024, closing a stake of 2,581 shares — an estimated $132K sold.

Disciplined Equity Management first reported a position in BMY in Q4 2023 and held it in 1 quarter. The position peaked at $132K in Q4 2023. 2,339 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

  • Disciplined Equity Management reported no remaining Bristol-Myers Squibb position as of Q1 2024 after selling out during the quarter.
  • Disciplined Equity Management sold 2,581 Bristol-Myers Squibb shares in Q1 2024, an estimated $132K.
  • Disciplined Equity Management first reported a position in Bristol-Myers Squibb in Q4 2023 and held it in 1 quarter.
  • Disciplined Equity Management's Bristol-Myers Squibb position peaked at $132K in Q4 2023.
  • 2,339 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on Disciplined Equity Management's 13F filing for Q1 2024, filed 3 May 2024.