First National Advisers’s Bristol-Myers Squibb BMY Stock Holding History

First National Advisers’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 Q3	–	Sell	-5,607	Closed	-$233K	–	216
2024 Q2	$233K	Sell	5,607 -13,205	-70%	-$591K	0.04%	204
2024 Q1	$1.13M	Buy	18,812 +7,595	+68%	+$387K	0.25%	118
2023 Q4	$576K	Sell	11,217 -7,620	-40%	-$400K	0.17%	130
2023 Q3	$1.09M	Buy	18,837 +12,054	+178%	+$739K	0.49%	72
2023 Q2	$434K	Sell	6,783 -300	-4%	-$20.1K	0.4%	78
2023 Q1	$491K	Buy	7,083 +1,332	+23%	+$93.9K	0.56%	68
2022 Q4	$414K	Buy	5,751 +2,549	+80%	+$192K	0.53%	73
2022 Q3	$228K	Buy	+3,202	New	+$232K	0.34%	91

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

First National Advisers's BMY Position: Q3 2024 in Review

First National Advisers sold out of Bristol-Myers Squibb (BMY) in Q3 2024, closing a stake of 5,607 shares — an estimated $233K sold.

First National Advisers first reported a position in BMY in Q3 2022 and held it in 8 quarters. The position peaked at $1.13M in Q1 2024. 2,259 funds tracked by Wall St. Rank hold BMY as of Q3 2024.

First National Advisers reported no remaining Bristol-Myers Squibb position as of Q3 2024 after selling out during the quarter.
First National Advisers sold 5,607 Bristol-Myers Squibb shares in Q3 2024, an estimated $233K.
First National Advisers first reported a position in Bristol-Myers Squibb in Q3 2022 and held it in 8 quarters.
First National Advisers's Bristol-Myers Squibb position peaked at $1.13M in Q1 2024.
2,259 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2024.

Based on First National Advisers's 13F filing for Q3 2024, filed 15 Oct 2024.