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

Dynasty 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 Q2	–	Sell	-23,324	Closed	-$1.26M	–	246
2024 Q1	$1.26M	Buy	+23,324	New	+$1.19M	0.04%	105
2018 Q4	–	Sell	-3,955	Closed	-$246K	–	17
2018 Q3	$246K	Buy	+3,955	New	+$235K	0.32%	92

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

Dynasty Wealth Management's BMY Position: Q2 2024 in Review

Dynasty Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q2 2024, closing a stake of 23,324 shares — an estimated $1.26M sold.

Dynasty Wealth Management first reported a position in BMY in Q3 2018 and held it in 2 quarters. The position peaked at $1.26M in Q1 2024. 2,152 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

Dynasty Wealth Management reported no remaining Bristol-Myers Squibb position as of Q2 2024 after selling out during the quarter.
Dynasty Wealth Management sold 23,324 Bristol-Myers Squibb shares in Q2 2024, an estimated $1.26M.
Dynasty Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2018 and held it in 2 quarters.
Dynasty Wealth Management's Bristol-Myers Squibb position peaked at $1.26M in Q1 2024.
2,152 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on Dynasty Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.