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

Howard 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	-3,638	Closed	-$211K	–	101
2023 Q3	$211K	Sell	3,638 -38	-1%	-$2.33K	0.19%	89
2023 Q2	$235K	Hold	3,676	–	–	0.2%	90
2023 Q1	$255K	Buy	3,676 +38	+1%	+$2.68K	0.21%	91
2022 Q4	$262K	Sell	3,638 -40	-1%	-$3.02K	0.21%	89
2022 Q3	$261K	Buy	+3,678	New	+$267K	0.18%	97
2022 Q2	–	Sell	-3,678	Closed	-$268K	–	66
2022 Q1	$268K	Hold	3,678	–	–	0.15%	108
2021 Q4	$229K	Sell	3,678 -50	-1%	-$2.93K	0.12%	122
2021 Q3	$220K	Sell	3,728 -125	-3%	-$8.23K	0.12%	117
2021 Q2	$257K	Sell	3,853 -25	-0.6%	-$1.63K	0.14%	113
2021 Q1	$244K	Sell	3,878 -130	-3%	-$8.09K	0.14%	115
2020 Q4	$248K	Sell	4,008 -23	-0.6%	-$1.41K	0.15%	111
2020 Q3	$243K	Sell	4,031 -249	-6%	-$15K	0.17%	107
2020 Q2	$251K	Sell	4,280 -70	-2%	-$4.19K	0.21%	97
2020 Q1	$242K	Sell	4,350 -192	-4%	-$11.7K	0.25%	86
2019 Q4	$291K	Buy	+4,542	New	+$260K	0.24%	83

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

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

Howard Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q4 2023, closing a stake of 3,638 shares — an estimated $211K sold.

Howard Wealth Management first reported a position in BMY in Q4 2019 and held it in 15 quarters. The position peaked at $291K in Q4 2019. 2,363 funds tracked by Wall St. Rank hold BMY as of Q4 2023.

Howard Wealth Management reported no remaining Bristol-Myers Squibb position as of Q4 2023 after selling out during the quarter.
Howard Wealth Management sold 3,638 Bristol-Myers Squibb shares in Q4 2023, an estimated $211K.
Howard Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 15 quarters.
Howard Wealth Management's Bristol-Myers Squibb position peaked at $291K in Q4 2019.
2,363 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2023.

Based on Howard Wealth Management's 13F filing for Q4 2023, filed 7 Feb 2024.