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Intrepid Financial Planning Group’s Bristol-Myers Squibb BMY Stock Holding History

Intrepid Financial Planning Group’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
-4,281
Closed -$220K – 129
2023
Q4 		$220K Hold
4,281
– – 0.11% 107
2023
Q3 		$248K Buy
+4,281
New +$262K 0.13% 98
2023
Q1 		– Sell
-2,825
Closed -$203K – 121
2022
Q4 		$203K Sell
2,825
-380
-12% -$28.7K 0.11% 101
2022
Q3 		$228K Hold
3,205
– – 0.13% 87
2022
Q2 		$247K Buy
+3,205
New +$244K 0.14% 82

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Intrepid Financial Planning Group's BMY Position: Q1 2024 in Review

Intrepid Financial Planning Group sold out of Bristol-Myers Squibb (BMY) in Q1 2024, closing a stake of 4,281 shares — an estimated $220K sold.

Intrepid Financial Planning Group first reported a position in BMY in Q2 2022 and held it in 5 quarters. The position peaked at $248K in Q3 2023. 2,331 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

  • Intrepid Financial Planning Group reported no remaining Bristol-Myers Squibb position as of Q1 2024 after selling out during the quarter.
  • Intrepid Financial Planning Group sold 4,281 Bristol-Myers Squibb shares in Q1 2024, an estimated $220K.
  • Intrepid Financial Planning Group first reported a position in Bristol-Myers Squibb in Q2 2022 and held it in 5 quarters.
  • Intrepid Financial Planning Group's Bristol-Myers Squibb position peaked at $248K in Q3 2023.
  • 2,331 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2024, filed 13 May 2024.