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

Kolinsky 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 Q4	$204K	Buy	+3,609	New	+$202K	0.12%	169
2023 Q4	–	Sell	-4,098	Closed	-$238K	–	136
2023 Q3	$238K	Sell	4,098 -764	-16%	-$46.8K	0.24%	106
2023 Q2	$311K	Sell	4,862 -634	-12%	-$42.5K	0.3%	83
2023 Q1	$381K	Buy	5,496 +84	+2%	+$5.92K	0.4%	58
2022 Q4	$389K	Buy	5,412 +753	+16%	+$56.8K	0.44%	53
2022 Q3	$331K	Buy	4,659 +700	+18%	+$50.8K	0.41%	55
2022 Q2	$305K	Sell	3,959 -239	-6%	-$18.2K	0.36%	66
2022 Q1	$307K	Sell	4,198 -218	-5%	-$14.6K	0.3%	77
2021 Q4	$275K	Buy	+4,416	New	+$259K	0.25%	103

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kolinsky Wealth Management's BMY Position: Q4 2024 in Review

Kolinsky Wealth Management opened a new position in Bristol-Myers Squibb (BMY) in Q4 2024: 3,609 shares worth $204K. The stake represents 0.12% of the portfolio and ranks #169 among its holdings. This is a return to the name: Kolinsky Wealth Management previously reported a position in BMY as recently as Q3 2023.

Kolinsky Wealth Management first reported a position in BMY in Q4 2021 and has held it in 9 quarters since. The position peaked at $389K in Q4 2022. 2,493 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

Kolinsky Wealth Management held 3,609 shares of Bristol-Myers Squibb worth $204K as of Q4 2024.
Bristol-Myers Squibb was a new Kolinsky Wealth Management position in Q4 2024.
Bristol-Myers Squibb made up 0.12% of Kolinsky Wealth Management's portfolio in Q4 2024, its #169 holding.
Kolinsky Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 9 quarters since.
Kolinsky Wealth Management's Bristol-Myers Squibb position peaked at $389K in Q4 2022.
2,493 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.