Fortem Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Fortem Financial Group’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	-13,313	Closed	-$553K	–	177
2024 Q2	$553K	Sell	13,313 -490	-4%	-$21.9K	0.24%	103
2024 Q1	$749K	Buy	13,803 +1,966	+17%	+$100K	0.33%	90
2023 Q4	$607K	Sell	11,837 -1,173	-9%	-$61.6K	0.3%	97
2023 Q3	$755K	Sell	13,010 -2,969	-19%	-$182K	0.44%	75
2023 Q2	$1.02M	Buy	15,979 +1,392	+10%	+$93.3K	0.61%	56
2023 Q1	$1.01M	Sell	14,587 -3,647	-20%	-$257K	0.66%	52
2022 Q4	$1.31M	Sell	18,234 -41	-0.2%	-$3.09K	0.77%	37
2022 Q3	$1.3M	Buy	+18,275	New	+$1.33M	0.9%	33
2021 Q1	–	Sell	-100	Closed	-$6K	–	197
2020 Q4	$6K	Buy	+100	New	+$6.15K	﹤0.01%	381

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

Fortem Financial Group's BMY Position: Q3 2024 in Review

Fortem Financial Group sold out of Bristol-Myers Squibb (BMY) in Q3 2024, closing a stake of 13,313 shares — an estimated $553K sold.

Fortem Financial Group first reported a position in BMY in Q4 2020 and held it in 9 quarters. The position peaked at $1.31M in Q4 2022. 2,258 funds tracked by Wall St. Rank hold BMY as of Q3 2024.

Fortem Financial Group reported no remaining Bristol-Myers Squibb position as of Q3 2024 after selling out during the quarter.
Fortem Financial Group sold 13,313 Bristol-Myers Squibb shares in Q3 2024, an estimated $553K.
Fortem Financial Group first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 9 quarters.
Fortem Financial Group's Bristol-Myers Squibb position peaked at $1.31M in Q4 2022.
2,258 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2024.

Based on Fortem Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.