JWM
BMY icon

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

Janiczek 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 		$76.4K Sell
1,840
-461
-20% -$20.6K 0.02% 336
2024
Q1 		$125K Sell
2,301
-1,309
-36% -$66.7K 0.03% 254
2023
Q4 		$185K Buy
3,610
+708
+24% +$37.2K 0.04% 169
2023
Q3 		$168K Buy
2,902
+1,125
+63% +$68.9K 0.04% 168
2023
Q2 		$114K Buy
1,777
+54
+3% +$3.62K 0.03% 197
2023
Q1 		$122K Sell
1,723
-313
-15% -$22.1K 0.03% 187
2022
Q4 		$146K Sell
2,036
-161
-7% -$12.1K 0.04% 165
2022
Q3 		$151K Buy
2,197
+422
+24% +$30.6K 0.05% 136
2022
Q2 		$131K Buy
1,775
+475
+37% +$36.2K 0.04% 164
2022
Q1 		$95K Buy
1,300
+37
+3% +$2.48K 0.03% 211
2021
Q4 		$79K Sell
1,263
-352
-22% -$20.6K 0.02% 225
2021
Q3 		$96K Sell
1,615
-101
-6% -$6.65K 0.03% 177
2021
Q2 		$115K Buy
1,716
+61
+4% +$3.98K 0.04% 136
2021
Q1 		$104K Sell
1,655
-248
-13% -$15.4K 0.04% 132
2020
Q4 		$118K Buy
1,903
+477
+33% +$29.3K 0.06% 95
2020
Q3 		$86K Buy
1,426
+255
+22% +$15.3K 0.05% 74
2020
Q2 		$69K Buy
+1,171
New +$70K 0.04% 69

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janiczek Wealth Management's BMY Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 20% in Q2 2024, selling an estimated $20.6K and leaving 1,840 shares worth $76.4K. The position accounts for 0.02% of the portfolio, ranked #336.

Janiczek Wealth Management first reported a position in BMY in Q2 2020 and has held it in 17 quarters since. The position peaked at $185K in Q4 2023. 2,152 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

  • Janiczek Wealth Management held 1,840 shares of Bristol-Myers Squibb worth $76.4K as of Q2 2024.
  • Janiczek Wealth Management sold 461 Bristol-Myers Squibb shares in Q2 2024, an estimated $20.6K.
  • Bristol-Myers Squibb made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #336 holding.
  • Janiczek Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2020 and has held it in 17 quarters since.
  • Janiczek Wealth Management's Bristol-Myers Squibb position peaked at $185K in Q4 2023.
  • 2,152 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.