HBC Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

HBC Financial Services’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	$2K	Hold	50	–	–	﹤0.01%	158
2024 Q3	$2K	Buy	+50	New	+$2.35K	﹤0.01%	157
2021 Q2	–	Sell	-200	Closed	-$12.8K	–	174
2021 Q1	$12.8K	Sell	200 -600	-75%	-$37.3K	0.01%	125
2020 Q4	$49K	Buy	800 +186	+30%	+$11.4K	0.04%	66
2020 Q3	$39K	Sell	614 -186	-23%	-$11.2K	0.03%	69
2020 Q2	$47K	Buy	800 +500	+167%	+$29.9K	0.04%	61
2020 Q1	$16K	Buy	300 +50	+20%	+$3.06K	0.02%	94
2019 Q4	$16K	Buy	+250	New	+$14.3K	0.01%	117

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HBC Financial Services's BMY Position: Q4 2024 in Review

HBC Financial Services held its Bristol-Myers Squibb (BMY) position steady in Q4 2024 at 50 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #158.

HBC Financial Services first reported a position in BMY in Q4 2019 and has held it in 8 quarters since. The position peaked at $49K in Q4 2020. 2,493 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

HBC Financial Services held 50 shares of Bristol-Myers Squibb worth $2K as of Q4 2024.
HBC Financial Services left its Bristol-Myers Squibb share count unchanged in Q4 2024.
Bristol-Myers Squibb made up ﹤0.01% of HBC Financial Services's portfolio in Q4 2024, its #158 holding.
HBC Financial Services first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 8 quarters since.
HBC Financial Services's Bristol-Myers Squibb position peaked at $49K in Q4 2020.
2,493 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.