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Institutional & Family Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Institutional & Family Asset 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 		$112K Buy
2,702
+1,014
+60% +$45.4K 0.02% 183
2024
Q1 		$91.5K Sell
1,688
-347
-17% -$17.7K 0.01% 194
2023
Q4 		$104K Buy
2,035
+404
+25% +$21.2K 0.02% 185
2023
Q3 		$94.7K Hold
1,631
– – 0.02% 181
2023
Q2 		$104K Buy
1,631
+39
+2% +$2.62K 0.02% 180
2023
Q1 		$110K Hold
1,592
– – 0.02% 170
2022
Q4 		$115K Sell
1,592
-47
-3% -$3.54K 0.02% 163
2022
Q3 		$117K Hold
1,639
– – 0.02% 158
2022
Q2 		$126K Sell
1,639
-149
-8% -$11.3K 0.02% 158
2022
Q1 		$131K Hold
1,788
– – 0.02% 173
2021
Q4 		$111K Buy
1,788
+4
+0.2% +$235 0.02% 198
2021
Q3 		$106K Buy
1,784
+349
+24% +$23K 0.02% 233
2021
Q2 		$96K Hold
1,435
– – 0.02% 247
2021
Q1 		$91K Hold
1,435
– – 0.02% 277
2020
Q4 		$89K Sell
1,435
-196
-12% -$12.1K 0.02% 260
2020
Q3 		$98K Sell
1,631
-82
-5% -$4.93K 0.02% 228
2020
Q2 		$101K Sell
1,713
-17
-1% -$1.02K 0.02% 232
2020
Q1 		$96K Sell
1,730
-34
-2% -$2.08K 0.02% 207
2019
Q4 		$113K Buy
1,764
+80
+5% +$4.58K 0.02% 217
2019
Q3 		$85K Buy
1,684
+19
+1% +$893 0.02% 237
2019
Q2 		$76K Hold
1,665
– – 0.02% 266
2019
Q1 		$79K Hold
1,665
– – 0.02% 269
2018
Q4 		$87K Sell
1,665
-63
-4% -$3.38K 0.02% 244
2018
Q3 		$107K Buy
1,728
+60
+4% +$3.56K 0.02% 252
2018
Q2 		$92K Hold
1,668
– – 0.02% 277
2018
Q1 		$106K Buy
+1,668
New +$107K 0.02% 232

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Institutional & Family Asset Management's BMY Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Bristol-Myers Squibb (BMY) stake by 60% in Q2 2024, buying an estimated $45.4K and bringing the position to 2,702 shares worth $112K. The position accounts for 0.02% of the portfolio, ranked #183.

Institutional & Family Asset Management first reported a position in BMY in Q1 2018 and has held it in 26 quarters since. The position peaked at $131K in Q1 2022. 2,148 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

  • Institutional & Family Asset Management held 2,702 shares of Bristol-Myers Squibb worth $112K as of Q2 2024.
  • Institutional & Family Asset Management bought 1,014 Bristol-Myers Squibb shares in Q2 2024, an estimated $45.4K.
  • Bristol-Myers Squibb made up 0.02% of Institutional & Family Asset Management's portfolio in Q2 2024, its #183 holding.
  • Institutional & Family Asset Management first reported a position in Bristol-Myers Squibb in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Bristol-Myers Squibb position peaked at $131K in Q1 2022.
  • 2,148 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.