KFS
BMY icon

Kelly Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-116
Closed -$4.81K – 193
2024
Q2 		$4.81K Buy
116
+2
+2% +$89 ﹤0.01% 499
2024
Q1 		$6.19K Buy
114
+1
+0.9% +$51 ﹤0.01% 480
2023
Q4 		$5.79K Sell
113
-55
-33% -$2.89K ﹤0.01% 461
2023
Q3 		$9.78K Buy
168
+1
+0.6% +$61 ﹤0.01% 373
2023
Q2 		$10.7K Buy
167
+1
+0.6% +$67 0.01% 357
2023
Q1 		$11.5K Buy
166
+2
+1% +$141 0.01% 341
2022
Q4 		$11.8K Sell
164
-42
-20% -$3.17K 0.01% 316
2022
Q3 		$14.7K Buy
206
+1
+0.5% +$73 0.01% 286
2022
Q2 		$15.8K Buy
205
+70
+52% +$5.33K 0.01% 277
2022
Q1 		$9.88K Sell
135
-21
-13% -$1.41K ﹤0.01% 343
2021
Q4 		$9.75K Hold
156
– – ﹤0.01% 348
2021
Q3 		$9.22K Sell
156
-68
-30% -$4.48K 0.01% 343
2021
Q2 		$15K Hold
224
– – 0.01% 292
2021
Q1 		$14.1K Sell
224
-11
-5% -$684 0.01% 255
2020
Q4 		$14.6K Buy
235
+12
+5% +$738 0.01% 226
2020
Q3 		$13.4K Sell
223
-124
-36% -$7.46K 0.01% 220
2020
Q2 		$20.4K Sell
347
-32
-8% -$1.91K 0.02% 160
2020
Q1 		$21.2K Sell
379
-25
-6% -$1.53K 0.03% 125
2019
Q4 		$25.9K Buy
404
+151
+60% +$8.65K 0.02% 135
2019
Q3 		$12.9K Hold
253
– – 0.01% 196
2019
Q2 		$11.5K Buy
253
+21
+9% +$978 0.01% 209
2019
Q1 		$11.1K Buy
+232
New +$11.6K 0.01% 211

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Kelly Financial Services's BMY Position: Q3 2024 in Review

Kelly Financial Services sold out of Bristol-Myers Squibb (BMY) in Q3 2024, closing a stake of 116 shares — an estimated $4.81K sold.

Kelly Financial Services first reported a position in BMY in Q1 2019 and held it in 22 quarters. The position peaked at $25.9K in Q4 2019. 2,263 funds tracked by Wall St. Rank hold BMY as of Q3 2024.

  • Kelly Financial Services reported no remaining Bristol-Myers Squibb position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 116 Bristol-Myers Squibb shares in Q3 2024, an estimated $4.81K.
  • Kelly Financial Services first reported a position in Bristol-Myers Squibb in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's Bristol-Myers Squibb position peaked at $25.9K in Q4 2019.
  • 2,263 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.