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

ICA Group 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
2024 Q2	$58.6K	Sell	1,410 -2,555	-64%	-$114K	0.04%	227
2024 Q1	$215K	Buy	3,965 +255	+7%	+$13K	0.04%	266
2023 Q4	$190K	Hold	3,710	–	–	0.04%	263
2023 Q3	$215K	Hold	3,710	–	–	0.06%	212
2023 Q2	$237K	Sell	3,710 -2,017	-35%	-$135K	0.06%	204
2023 Q1	$397K	Buy	5,727 +82	+1%	+$5.78K	0.09%	173
2022 Q4	$406K	Sell	5,645 -2,258	-29%	-$170K	0.1%	176
2022 Q3	$562K	Buy	7,903 +67	+0.9%	+$4.86K	0.12%	172
2022 Q2	$590K	Sell	7,836 -241	-3%	-$18.4K	0.11%	174
2022 Q1	$608K	Buy	+8,077	New	+$542K	0.12%	173

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ICA Group Wealth Management's BMY Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 64% in Q2 2024, selling an estimated $114K and leaving 1,410 shares worth $58.6K. The position accounts for 0.04% of the portfolio, ranked #227.

ICA Group Wealth Management first reported a position in BMY in Q1 2022 and has held it in 10 quarters since. The position peaked at $608K in Q1 2022. 2,147 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

ICA Group Wealth Management held 1,410 shares of Bristol-Myers Squibb worth $58.6K as of Q2 2024.
ICA Group Wealth Management sold 2,555 Bristol-Myers Squibb shares in Q2 2024, an estimated $114K.
Bristol-Myers Squibb made up 0.04% of ICA Group Wealth Management's portfolio in Q2 2024, its #227 holding.
ICA Group Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's Bristol-Myers Squibb position peaked at $608K in Q1 2022.
2,147 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.