HWG Holdings’s Bristol-Myers Squibb BMY Stock Holding History

HWG Holdings’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 Q3	–	Sell	-1	Closed	-$36	–	59
2024 Q2	$36	Buy	+1	New	+$45	﹤0.01%	126

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWG Holdings's BMY Position: Q3 2024 in Review

HWG Holdings sold out of Bristol-Myers Squibb (BMY) in Q3 2024, closing a stake of 1 share — an estimated $36 sold.

HWG Holdings first reported a position in BMY in Q2 2024 and held it in 1 quarter. The position peaked at $36 in Q2 2024. 2,263 funds tracked by Wall St. Rank hold BMY as of Q3 2024.

HWG Holdings reported no remaining Bristol-Myers Squibb position as of Q3 2024 after selling out during the quarter.
HWG Holdings sold 1 Bristol-Myers Squibb share in Q3 2024, an estimated $36.
HWG Holdings first reported a position in Bristol-Myers Squibb in Q2 2024 and held it in 1 quarter.
HWG Holdings's Bristol-Myers Squibb position peaked at $36 in Q2 2024.
2,263 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2024.

Based on HWG Holdings's 13F filing for Q3 2024, filed 23 Oct 2024.