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

Executive 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	$202K	Buy	+3,564	New	+$199K	0.02%	249
2023 Q4	–	Sell	-4,153	Closed	-$241K	–	216
2023 Q3	$241K	Buy	4,153 +479	+13%	+$29.4K	0.03%	177
2023 Q2	$235K	Buy	3,674 +4	+0.1%	+$268	0.02%	185
2023 Q1	$254K	Buy	+3,670	New	+$259K	0.03%	167
2019 Q3	–	Sell	-1,895	Closed	-$86K	–	209
2019 Q2	$86K	Sell	1,895 -325	-15%	-$15.1K	0.01%	228
2019 Q1	$106K	Sell	2,220 -1,160	-34%	-$57.8K	0.02%	192
2018 Q4	$176K	Buy	+3,380	New	+$182K	0.03%	151

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Executive Wealth Management opened a new position in Bristol-Myers Squibb (BMY) in Q4 2024: 3,564 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #249 among its holdings. This is a return to the name: Executive Wealth Management previously reported a position in BMY as recently as Q3 2023.

Executive Wealth Management first reported a position in BMY in Q4 2018 and has held it in 7 quarters since. The position peaked at $254K in Q1 2023. 2,486 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

Executive Wealth Management held 3,564 shares of Bristol-Myers Squibb worth $202K as of Q4 2024.
Bristol-Myers Squibb was a new Executive Wealth Management position in Q4 2024.
Bristol-Myers Squibb made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #249 holding.
Executive Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 7 quarters since.
Executive Wealth Management's Bristol-Myers Squibb position peaked at $254K in Q1 2023.
2,486 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

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