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FirstPurpose Wealth’s Bristol-Myers Squibb BMY Stock Holding History

FirstPurpose Wealth’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 		$215K Buy
+4,279
New +$218K 0.08% 197
2023
Q3 		– Sell
-3,240
Closed -$207K – 198
2023
Q2 		$207K Buy
3,240
+184
+6% +$12.3K 0.09% 187
2023
Q1 		$212K Buy
3,056
+61
+2% +$4.3K 0.1% 176
2022
Q4 		$215K Buy
+2,995
New +$226K 0.12% 167

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FirstPurpose Wealth's BMY Position: Q1 2024 in Review

FirstPurpose Wealth opened a new position in Bristol-Myers Squibb (BMY) in Q1 2024: 4,279 shares worth $215K. The stake represents 0.08% of the portfolio and ranks #197 among its holdings. This is a return to the name: FirstPurpose Wealth previously reported a position in BMY as recently as Q2 2023.

FirstPurpose Wealth first reported a position in BMY in Q4 2022 and has held it in 4 quarters since. The position peaked at $215K in Q4 2022. 2,332 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

  • FirstPurpose Wealth held 4,279 shares of Bristol-Myers Squibb worth $215K as of Q1 2024.
  • Bristol-Myers Squibb was a new FirstPurpose Wealth position in Q1 2024.
  • Bristol-Myers Squibb made up 0.08% of FirstPurpose Wealth's portfolio in Q1 2024, its #197 holding.
  • FirstPurpose Wealth first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 4 quarters since.
  • FirstPurpose Wealth's Bristol-Myers Squibb position peaked at $215K in Q4 2022.
  • 2,332 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.