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Kiely Wealth Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

Kiely Wealth Advisory 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
Q4 		$19.1K Hold
344
– – 0.01% 164
2024
Q3 		$20.4K Hold
344
– – 0.01% 161
2024
Q2 		$16.1K Sell
344
-34
-9% -$1.52K 0.01% 158
2024
Q1 		$17K Buy
378
+34
+10% +$1.73K 0.01% 144
2023
Q4 		$17.1K Buy
+344
New +$18.1K 0.01% 145

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kiely Wealth Advisory Group's BMY Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Bristol-Myers Squibb (BMY) position steady in Q4 2024 at 344 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #164.

Kiely Wealth Advisory Group first reported a position in BMY in Q4 2023 and has held it in 5 quarters since. The position peaked at $20.4K in Q3 2024. 2,486 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

  • Kiely Wealth Advisory Group held 344 shares of Bristol-Myers Squibb worth $19.1K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Bristol-Myers Squibb share count unchanged in Q4 2024.
  • Bristol-Myers Squibb made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #164 holding.
  • Kiely Wealth Advisory Group first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Bristol-Myers Squibb position peaked at $20.4K in Q3 2024.
  • 2,486 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.