Fairview Capital Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Fairview Capital Investment 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	-5,000	Closed	-$271K	–	149
2024 Q1	$271K	Hold	5,000	–	–	0.02%	138
2023 Q4	$257K	Hold	5,000	–	–	0.02%	135
2023 Q3	$290K	Hold	5,000	–	–	0.02%	127
2023 Q2	$320K	Hold	5,000	–	–	0.02%	122
2023 Q1	$347K	Sell	5,000 -90	-2%	-$6.35K	0.02%	120
2022 Q4	$366K	Sell	5,090 -100	-2%	-$7.54K	0.03%	116
2022 Q3	$368K	Buy	5,190 +100	+2%	+$7.25K	0.03%	105
2022 Q2	$391K	Buy	+5,090	New	+$388K	0.03%	105

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

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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fairview Capital Investment Management's BMY Position: Q2 2024 in Review

Fairview Capital Investment Management sold out of Bristol-Myers Squibb (BMY) in Q2 2024, closing a stake of 5,000 shares — an estimated $271K sold.

Fairview Capital Investment Management first reported a position in BMY in Q2 2022 and held it in 8 quarters. The position peaked at $391K in Q2 2022. 2,148 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

Fairview Capital Investment Management reported no remaining Bristol-Myers Squibb position as of Q2 2024 after selling out during the quarter.
Fairview Capital Investment Management sold 5,000 Bristol-Myers Squibb shares in Q2 2024, an estimated $271K.
Fairview Capital Investment Management first reported a position in Bristol-Myers Squibb in Q2 2022 and held it in 8 quarters.
Fairview Capital Investment Management's Bristol-Myers Squibb position peaked at $391K in Q2 2022.
2,148 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on Fairview Capital Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.