HI
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Human Investing’s Bristol-Myers Squibb BMY Stock Holding History

Human Investing’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
-4,683
Closed -$254K – 94
2024
Q1 		$254K Sell
4,683
-3,585
-43% -$183K 0.05% 81
2023
Q4 		$424K Sell
8,268
-6,081
-42% -$319K 0.09% 66
2023
Q3 		$833K Sell
14,349
-592
-4% -$36.3K 0.19% 39
2023
Q2 		$956K Buy
14,941
+1,852
+14% +$124K 0.22% 41
2023
Q1 		$907K Sell
13,089
-949
-7% -$66.9K 0.22% 42
2022
Q4 		$1.01M Sell
14,038
-2,534
-15% -$191K 0.26% 43
2022
Q3 		$1.18M Sell
16,572
-215
-1% -$15.6K 0.3% 42
2022
Q2 		$1.29M Sell
16,787
-212
-1% -$16.1K 0.31% 44
2022
Q1 		$1.24M Sell
16,999
-822
-5% -$55.2K 0.27% 52
2021
Q4 		$1.11M Buy
17,821
+97
+0.5% +$5.69K 0.27% 54
2021
Q3 		$1.05M Sell
17,724
-99
-0.6% -$6.52K 0.25% 70
2021
Q2 		$1.19M Sell
17,823
-257
-1% -$16.8K 0.29% 59
2021
Q1 		$1.14M Sell
18,080
-1,849
-9% -$115K 0.29% 59
2020
Q4 		$1.24M Sell
19,929
-1,042
-5% -$64.1K 0.35% 56
2020
Q3 		$1.26M Sell
20,971
-329
-2% -$19.8K 0.41% 59
2020
Q2 		$1.25M Sell
21,300
-497
-2% -$29.7K 0.44% 57
2020
Q1 		$1.22M Sell
21,797
-2,995
-12% -$183K 0.53% 50
2019
Q4 		$1.59M Buy
24,792
+417
+2% +$23.9K 0.52% 53
2019
Q3 		$1.24M Buy
24,375
+409
+2% +$19.2K 0.44% 69
2019
Q2 		$1.09M Buy
23,966
+2,039
+9% +$95K 0.4% 77
2019
Q1 		$1.05M Sell
21,927
-679
-3% -$33.8K 0.39% 80
2018
Q4 		$1.18M Buy
+22,606
New +$1.21M 0.49% 63

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

Human Investing's BMY Position: Q2 2024 in Review

Human Investing sold out of Bristol-Myers Squibb (BMY) in Q2 2024, closing a stake of 4,683 shares — an estimated $254K sold.

Human Investing first reported a position in BMY in Q4 2018 and held it in 22 quarters. The position peaked at $1.59M in Q4 2019. 2,153 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

  • Human Investing reported no remaining Bristol-Myers Squibb position as of Q2 2024 after selling out during the quarter.
  • Human Investing sold 4,683 Bristol-Myers Squibb shares in Q2 2024, an estimated $254K.
  • Human Investing first reported a position in Bristol-Myers Squibb in Q4 2018 and held it in 22 quarters.
  • Human Investing's Bristol-Myers Squibb position peaked at $1.59M in Q4 2019.
  • 2,153 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on Human Investing's 13F filing for Q2 2024, filed 17 Jul 2024.