Icon Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Icon Wealth Advisors’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 Q1	–	Sell	-2,809	Closed	-$144K	–	467
2023 Q4	$144K	Buy	+2,809	New	+$147K	0.02%	360
2022 Q4	–	Sell	-2,110	Closed	-$150K	–	340
2022 Q3	$150K	Buy	+2,110	New	+$153K	0.02%	335

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Norges Bank Oslo, Norway $1T AUM

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

Icon Wealth Advisors's BMY Position: Q1 2024 in Review

Icon Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q1 2024, closing a stake of 2,809 shares — an estimated $144K sold.

Icon Wealth Advisors first reported a position in BMY in Q3 2022 and held it in 2 quarters. The position peaked at $150K in Q3 2022. 2,339 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

Icon Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q1 2024 after selling out during the quarter.
Icon Wealth Advisors sold 2,809 Bristol-Myers Squibb shares in Q1 2024, an estimated $144K.
Icon Wealth Advisors first reported a position in Bristol-Myers Squibb in Q3 2022 and held it in 2 quarters.
Icon Wealth Advisors's Bristol-Myers Squibb position peaked at $150K in Q3 2022.
2,339 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on Icon Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.