Gunn & Company Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Gunn & Company Investment 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
2024 Q3	–	Sell	-9,882	Closed	-$410K	–	69
2024 Q2	$410K	Buy	+9,882	New	+$442K	0.02%	104
2024 Q1	–	Sell	-7,069	Closed	-$363K	–	70
2023 Q4	$363K	Buy	+7,069	New	+$371K	0.02%	93

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Gunn & Company Investment Management's BMY Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of Bristol-Myers Squibb (BMY) in Q3 2024, closing a stake of 9,882 shares — an estimated $410K sold.

Gunn & Company Investment Management first reported a position in BMY in Q4 2023 and held it in 2 quarters. The position peaked at $410K in Q2 2024. 2,260 funds tracked by Wall St. Rank hold BMY as of Q3 2024.

Gunn & Company Investment Management reported no remaining Bristol-Myers Squibb position as of Q3 2024 after selling out during the quarter.
Gunn & Company Investment Management sold 9,882 Bristol-Myers Squibb shares in Q3 2024, an estimated $410K.
Gunn & Company Investment Management first reported a position in Bristol-Myers Squibb in Q4 2023 and held it in 2 quarters.
Gunn & Company Investment Management's Bristol-Myers Squibb position peaked at $410K in Q2 2024.
2,260 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.