GSB Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

GSB Wealth Management’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
2023 Q4	–	Sell	-4,121	Closed	-$239K	–	207
2023 Q3	$239K	Sell	4,121 -10,089	-71%	-$618K	0.08%	180
2023 Q2	$909K	Sell	14,210 -218	-2%	-$14.6K	0.3%	102
2023 Q1	$1M	Sell	14,428 -5,295	-27%	-$373K	0.33%	100
2022 Q4	$1.42M	Sell	19,723 -1,162	-6%	-$87.6K	0.51%	72
2022 Q3	$1.49M	Sell	20,885 -88	-0.4%	-$6.38K	0.54%	69
2022 Q2	$1.61M	Sell	20,973 -5,630	-21%	-$429K	0.55%	65
2022 Q1	$1.94M	Sell	26,603 -1,194	-4%	-$80.2K	0.57%	60
2021 Q4	$1.73M	Sell	27,797 -2,773	-9%	-$163K	0.5%	72
2021 Q3	$1.81M	Sell	30,570 -1,049	-3%	-$69.1K	0.93%	31
2021 Q2	$2.11M	Buy	31,619 +1,930	+7%	+$126K	0.66%	48
2021 Q1	$1.87M	Buy	29,689 +25,089	+545%	+$1.56M	0.62%	52
2020 Q4	$285K	Hold	4,600	–	–	1.28%	28
2020 Q3	$277K	Hold	4,600	–	–	1.26%	32
2020 Q2	$270K	Hold	4,600	–	–	1.51%	27
2020 Q1	$256K	Hold	4,600	–	–	1.87%	21
2019 Q4	$295K	Hold	4,600	–	–	1.21%	29
2019 Q3	$233K	Hold	4,600	–	–	1.13%	37
2019 Q2	$209K	Hold	4,600	–	–	1.09%	44
2019 Q1	$219K	Hold	4,600	–	–	0.94%	47
2018 Q4	$239K	Hold	4,600	–	–	1.26%	38
2018 Q3	$286K	Hold	4,600	–	–	1.18%	36
2018 Q2	$255K	Hold	4,600	–	–	1.21%	38
2018 Q1	$291K	Hold	4,600	–	–	1.4%	32
2017 Q4	$282K	Hold	4,600	–	–	1.27%	34
2017 Q3	$293K	Hold	4,600	–	–	1.39%	34
2017 Q2	$256K	Hold	4,600	–	–	1.16%	43
2017 Q1	$250K	Hold	4,600	–	–	1.06%	49
2016 Q4	$269K	Buy	+4,600	New	+$251K	1.05%	50

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

GSB Wealth Management's BMY Position: Q4 2023 in Review

GSB Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q4 2023, closing a stake of 4,121 shares — an estimated $239K sold.

GSB Wealth Management first reported a position in BMY in Q4 2016 and held it in 28 quarters. The position peaked at $2.11M in Q2 2021. 2,363 funds tracked by Wall St. Rank hold BMY as of Q4 2023.

GSB Wealth Management reported no remaining Bristol-Myers Squibb position as of Q4 2023 after selling out during the quarter.
GSB Wealth Management sold 4,121 Bristol-Myers Squibb shares in Q4 2023, an estimated $239K.
GSB Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2016 and held it in 28 quarters.
GSB Wealth Management's Bristol-Myers Squibb position peaked at $2.11M in Q2 2021.
2,363 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2023.

Based on GSB Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.