Householder Group Estate & Retirement Specialist’s Bristol-Myers Squibb BMY Stock Holding History

Householder Group Estate & Retirement Specialist’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	$6K	Sell	113 -4,743	-98%	-$265K	﹤0.01%	408
2024 Q3	$251K	Sell	4,856 -1,692	-26%	-$79.4K	0.07%	215
2024 Q2	$271K	Sell	6,548 -1,238	-16%	-$55.4K	0.08%	202
2024 Q1	$422K	Sell	7,786 -43	-0.5%	-$2.19K	0.13%	154
2023 Q4	$401K	Sell	7,829 -335	-4%	-$17.6K	0.13%	147
2023 Q3	$474K	Buy	+8,164	New	+$500K	0.17%	109
2023 Q1	$932K	Buy	+13,442	New	+$948K	0.36%	63
2022 Q4	–	Sell	-14,051	Closed	-$998K	–	411
2022 Q3	$998K	Buy	14,051 +66	+0.5%	+$4.79K	0.41%	55
2022 Q2	$1.08M	Buy	13,985 +64	+0.5%	+$4.87K	0.48%	48
2022 Q1	$1.02M	Buy	13,921 +75	+0.5%	+$5.04K	0.41%	62
2021 Q4	$863K	Buy	+13,846	New	+$812K	0.32%	87

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 $1.56T AUM 27.86% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BMY Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Bristol-Myers Squibb (BMY) stake by 98% in Q4 2024, selling an estimated $265K and leaving 113 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Householder Group Estate & Retirement Specialist first reported a position in BMY in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.08M in Q2 2022. 2,488 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

Householder Group Estate & Retirement Specialist held 113 shares of Bristol-Myers Squibb worth $6K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 4,743 Bristol-Myers Squibb shares in Q4 2024, an estimated $265K.
Bristol-Myers Squibb made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #408 holding.
Householder Group Estate & Retirement Specialist first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Bristol-Myers Squibb position peaked at $1.08M in Q2 2022.
2,488 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.