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Harvey Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Harvey Capital 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
Q2 		– Sell
-29,010
Closed -$1.57M – 78
2024
Q1 		$1.57M Sell
29,010
-174
-0.6% -$8.86K 0.46% 45
2023
Q4 		$1.5M Sell
29,184
-27,000
-48% -$1.42M 0.5% 43
2023
Q3 		$3.26M Sell
56,184
-150
-0.3% -$9.19K 1.15% 26
2023
Q2 		$3.6M Hold
56,334
– – 1.32% 23
2023
Q1 		$3.9M Buy
+56,334
New +$3.97M 1.54% 21
2022
Q2 		– Sell
-145,641
Closed -$10.6M – 77
2022
Q1 		$10.6M Sell
145,641
-12,305
-8% -$826K 3.28% 8
2021
Q4 		$9.85M Buy
157,946
+10,180
+7% +$597K 3.05% 9
2021
Q3 		$8.74M Buy
147,766
+690
+0.5% +$45.4K 2.99% 9
2021
Q2 		$9.83M Sell
147,076
-1,875
-1% -$122K 3.24% 8
2021
Q1 		$9.4M Buy
148,951
+3,755
+3% +$234K 3.41% 7
2020
Q4 		$9.01M Sell
145,196
-11,100
-7% -$683K 3.65% 7
2020
Q3 		$9.42M Sell
156,296
-11,738
-7% -$706K 4.2% 4
2020
Q2 		$9.88M Buy
168,034
+4,938
+3% +$295K 4.89% 5
2020
Q1 		$9.09M Sell
163,096
-3,300
-2% -$202K 6.13% 4
2019
Q4 		$10.7M Buy
166,396
+61,596
+59% +$3.53M 4.74% 6
2019
Q3 		$5.31M Sell
104,800
-800
-0.8% -$37.6K 2.64% 11
2019
Q2 		$4.79M Buy
105,600
+101,300
+2,356% +$4.72M 2.3% 16
2019
Q1 		$205K Buy
+4,300
New +$214K 0.1% 76

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harvey Capital Management's BMY Position: Q2 2024 in Review

Harvey Capital Management sold out of Bristol-Myers Squibb (BMY) in Q2 2024, closing a stake of 29,010 shares — an estimated $1.57M sold.

Harvey Capital Management first reported a position in BMY in Q1 2019 and held it in 18 quarters. The position peaked at $10.7M in Q4 2019. 2,152 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

  • Harvey Capital Management reported no remaining Bristol-Myers Squibb position as of Q2 2024 after selling out during the quarter.
  • Harvey Capital Management sold 29,010 Bristol-Myers Squibb shares in Q2 2024, an estimated $1.57M.
  • Harvey Capital Management first reported a position in Bristol-Myers Squibb in Q1 2019 and held it in 18 quarters.
  • Harvey Capital Management's Bristol-Myers Squibb position peaked at $10.7M in Q4 2019.
  • 2,152 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on Harvey Capital Management's 13F filing for Q2 2024, filed 22 Jul 2024.