Kowal Investment Group’s Bristol-Myers Squibb BMY Stock Holding History

Kowal Investment 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
2023 Q4	–	Sell	-5,174	Closed	-$300K	–	164
2023 Q3	$300K	Sell	5,174 -1,566	-23%	-$96K	0.08%	111
2023 Q2	$431K	Buy	6,740 +2	+0%	+$134	0.12%	88
2023 Q1	$467K	Buy	6,738 +470	+7%	+$33.1K	0.13%	80
2022 Q4	$451K	Buy	6,268 +710	+13%	+$53.5K	0.13%	85
2022 Q3	$395K	Buy	5,558 +666	+14%	+$48.3K	0.13%	80
2022 Q2	$377K	Buy	4,892 +1,871	+62%	+$142K	0.12%	84
2022 Q1	$221K	Buy	+3,021	New	+$203K	0.07%	118
2021 Q4	–	Sell	-854	Closed	-$51K	–	230
2021 Q3	$51K	Buy	+854	New	+$56.2K	0.02%	240

Other funds holding BMY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kowal Investment Group's BMY Position: Q4 2023 in Review

Kowal Investment Group sold out of Bristol-Myers Squibb (BMY) in Q4 2023, closing a stake of 5,174 shares — an estimated $300K sold.

Kowal Investment Group first reported a position in BMY in Q3 2021 and held it in 8 quarters. The position peaked at $467K in Q1 2023. 2,363 funds tracked by Wall St. Rank hold BMY as of Q4 2023.

Kowal Investment Group reported no remaining Bristol-Myers Squibb position as of Q4 2023 after selling out during the quarter.
Kowal Investment Group sold 5,174 Bristol-Myers Squibb shares in Q4 2023, an estimated $300K.
Kowal Investment Group first reported a position in Bristol-Myers Squibb in Q3 2021 and held it in 8 quarters.
Kowal Investment Group's Bristol-Myers Squibb position peaked at $467K in Q1 2023.
2,363 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2023.

Based on Kowal Investment Group's 13F filing for Q4 2023, filed 22 Jan 2024.