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Geller Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Geller Advisors’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 		$347K Buy
6,132
+156
+3% +$8.72K 0.02% 182
2024
Q3 		$309K Buy
5,976
+958
+19% +$44.9K 0.02% 199
2024
Q2 		$208K Sell
5,018
-4,658
-48% -$208K 0.02% 258
2024
Q1 		$525K Buy
9,676
+914
+10% +$46.6K 0.04% 134
2023
Q4 		$450K Sell
8,762
-913
-9% -$47.9K 0.04% 145
2023
Q3 		$562K Sell
9,675
-1,369
-12% -$83.9K 0.07% 100
2023
Q2 		$706K Buy
11,044
+2,927
+36% +$196K 0.09% 73
2023
Q1 		$563K Buy
8,117
+1,330
+20% +$93.8K 0.08% 59
2022
Q4 		$488K Buy
6,787
+292
+4% +$22K 0.08% 56
2022
Q3 		$462K Buy
6,495
+79
+1% +$5.73K 0.1% 53
2022
Q2 		$497K Buy
6,416
+14
+0.2% +$1.07K 0.1% 52
2022
Q1 		$471K Buy
6,402
+253
+4% +$17K 0.09% 61
2021
Q4 		$383K Buy
6,149
+243
+4% +$14.3K 0.07% 86
2021
Q3 		$352K Buy
+5,906
New +$389K 0.08% 87
2021
Q1 		– Sell
-4,402
Closed -$382K – 125
2020
Q4 		$382K Hold
4,402
– – 0.1% 59
2020
Q3 		$265K Sell
4,402
-750
-15% -$45.1K 0.08% 64
2020
Q2 		$303K Buy
+5,152
New +$308K 0.09% 54

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geller Advisors's BMY Position: Q4 2024 in Review

Geller Advisors increased its Bristol-Myers Squibb (BMY) stake by 2.6% in Q4 2024, buying an estimated $8.72K and bringing the position to 6,132 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #182.

Geller Advisors first reported a position in BMY in Q2 2020 and has held it in 17 quarters since. The position peaked at $706K in Q2 2023. 2,486 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

  • Geller Advisors held 6,132 shares of Bristol-Myers Squibb worth $347K as of Q4 2024.
  • Geller Advisors bought 156 Bristol-Myers Squibb shares in Q4 2024, an estimated $8.72K.
  • Bristol-Myers Squibb made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #182 holding.
  • Geller Advisors first reported a position in Bristol-Myers Squibb in Q2 2020 and has held it in 17 quarters since.
  • Geller Advisors's Bristol-Myers Squibb position peaked at $706K in Q2 2023.
  • 2,486 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

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