IFG Advisors’s Bristol-Myers Squibb BMY Stock Holding History

IFG 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 Q4	–	Sell	-6,118	Closed	-$317K	–	146
2024 Q3	$317K	Hold	6,118	–	–	0.07%	105
2024 Q2	$254K	Hold	6,118	–	–	0.06%	119
2024 Q1	$332K	Buy	6,118 +74	+1%	+$3.77K	0.09%	97
2023 Q4	$310K	Hold	6,044	–	–	0.09%	95
2023 Q3	$351K	Hold	6,044	–	–	0.12%	84
2023 Q2	$387K	Hold	6,044	–	–	0.14%	77
2023 Q1	$419K	Hold	6,044	–	–	0.16%	71
2022 Q4	$435K	Hold	6,044	–	–	0.19%	64
2022 Q3	$430K	Hold	6,044	–	–	0.22%	62
2022 Q2	$465K	Hold	6,044	–	–	0.24%	58
2022 Q1	$441K	Hold	6,044	–	–	0.19%	72
2021 Q4	$377K	Hold	6,044	–	–	0.16%	76
2021 Q3	$358K	Sell	6,044 -100	-2%	-$6.59K	0.16%	75
2021 Q2	$411K	Buy	6,144 +94	+2%	+$6.13K	0.2%	67
2021 Q1	$382K	Buy	+6,050	New	+$376K	0.21%	62
2020 Q4	–	Sell	-6,044	Closed	-$365K	–	84
2020 Q3	$365K	Hold	6,044	–	–	0.26%	52
2020 Q2	$355K	Hold	6,044	–	–	0.28%	51
2020 Q1	$337K	Hold	6,044	–	–	0.33%	48
2019 Q4	$388K	Hold	6,044	–	–	0.32%	33
2019 Q3	$306K	Buy	+6,044	New	+$284K	0.28%	40

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

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

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

IFG Advisors's BMY Position: Q4 2024 in Review

IFG Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2024, closing a stake of 6,118 shares — an estimated $317K sold.

IFG Advisors first reported a position in BMY in Q3 2019 and held it in 20 quarters. The position peaked at $465K in Q2 2022. 2,487 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

IFG Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2024 after selling out during the quarter.
IFG Advisors sold 6,118 Bristol-Myers Squibb shares in Q4 2024, an estimated $317K.
IFG Advisors first reported a position in Bristol-Myers Squibb in Q3 2019 and held it in 20 quarters.
IFG Advisors's Bristol-Myers Squibb position peaked at $465K in Q2 2022.
2,487 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

Based on IFG Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.