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

Firestone Capital 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	-3,903	Closed	-$200K	–	147
2023 Q4	$200K	Buy	3,903 +6	+0.2%	+$315	0.06%	129
2023 Q3	$226K	Buy	3,897 +500	+15%	+$30.6K	0.08%	115
2023 Q2	$210K	Hold	3,397	–	–	0.07%	126
2023 Q1	$235K	Buy	3,397 +350	+11%	+$24.7K	0.08%	106
2022 Q4	$219K	Sell	3,047 -10	-0.3%	-$754	0.08%	108
2022 Q3	$217K	Hold	3,057	–	–	0.09%	103
2022 Q2	$235K	Hold	3,057	–	–	0.09%	99
2022 Q1	$223K	Buy	+3,057	New	+$205K	0.07%	114
2021 Q4	–	Sell	-3,057	Closed	-$204K	–	165
2021 Q3	$204K	Hold	3,057	–	–	0.07%	115
2021 Q2	$204K	Hold	3,057	–	–	0.07%	112
2021 Q1	$193K	Buy	3,057 +10	+0.3%	+$622	0.07%	111
2020 Q4	$189K	Hold	3,047	–	–	0.07%	108
2020 Q3	$184K	Hold	3,047	–	–	0.08%	92
2020 Q2	$179K	Hold	3,047	–	–	0.08%	91
2020 Q1	$170K	Hold	3,047	–	–	0.09%	88
2019 Q4	$196K	Buy	+3,047	New	+$175K	0.08%	95

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 $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Firestone Capital Management's BMY Position: Q1 2024 in Review

Firestone Capital Management sold out of Bristol-Myers Squibb (BMY) in Q1 2024, closing a stake of 3,903 shares — an estimated $200K sold.

Firestone Capital Management first reported a position in BMY in Q4 2019 and held it in 16 quarters. The position peaked at $235K in Q1 2023. 2,339 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

Firestone Capital Management reported no remaining Bristol-Myers Squibb position as of Q1 2024 after selling out during the quarter.
Firestone Capital Management sold 3,903 Bristol-Myers Squibb shares in Q1 2024, an estimated $200K.
Firestone Capital Management first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 16 quarters.
Firestone Capital Management's Bristol-Myers Squibb position peaked at $235K in Q1 2023.
2,339 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on Firestone Capital Management's 13F filing for Q1 2024, filed 7 May 2024.