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

FullCircle 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 Q4	–	Sell	-4,005	Closed	-$211K	–	222
2024 Q3	$211K	Buy	+4,005	New	+$188K	0.09%	170

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

FullCircle Wealth's BMY Position: Q4 2024 in Review

FullCircle Wealth sold out of Bristol-Myers Squibb (BMY) in Q4 2024, closing a stake of 4,005 shares — an estimated $211K sold.

FullCircle Wealth first reported a position in BMY in Q3 2024 and held it in 1 quarter. The position peaked at $211K in Q3 2024. 2,486 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

FullCircle Wealth reported no remaining Bristol-Myers Squibb position as of Q4 2024 after selling out during the quarter.
FullCircle Wealth sold 4,005 Bristol-Myers Squibb shares in Q4 2024, an estimated $211K.
FullCircle Wealth first reported a position in Bristol-Myers Squibb in Q3 2024 and held it in 1 quarter.
FullCircle Wealth's Bristol-Myers Squibb position peaked at $211K in Q3 2024.
2,486 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

Based on FullCircle Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.