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

Laidlaw 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 Q1	–	Sell	-9,342	Closed	-$479K	–	184
2023 Q4	$479K	Sell	9,342 -1,887	-17%	-$99.1K	0.17%	135
2023 Q3	$652K	Sell	11,229 -4,181	-27%	-$256K	0.22%	117
2023 Q2	$985K	Sell	15,410 -105	-0.7%	-$7.04K	0.19%	124
2023 Q1	$1.08M	Buy	15,515 +81	+0.5%	+$5.71K	0.22%	117
2022 Q4	$1.11M	Sell	15,434 -1	-0%	-$75	0.24%	114
2022 Q3	$1.1M	Buy	15,435 +1,512	+11%	+$110K	0.26%	105
2022 Q2	$1.07M	Buy	13,923 +597	+4%	+$45.5K	0.22%	121
2022 Q1	$973K	Sell	13,326 -2	-0%	-$134	0.16%	147
2021 Q4	$831K	Buy	+13,328	New	+$782K	0.13%	158
2021 Q1	–	Sell	-18,826	Closed	-$1.17M	–	234
2020 Q4	$1.17M	Buy	18,826 +3,023	+19%	+$186K	0.25%	112
2020 Q3	$953K	Sell	15,803 -355	-2%	-$21.4K	0.42%	72
2020 Q2	$950K	Sell	16,158 -355	-2%	-$21.2K	0.5%	67
2020 Q1	$920K	Sell	16,513 -5,127	-24%	-$313K	0.6%	62
2019 Q4	$1.39M	Buy	+21,640	New	+$1.24M	0.88%	33

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Laidlaw Wealth Management's BMY Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q1 2024, closing a stake of 9,342 shares — an estimated $479K sold.

Laidlaw Wealth Management first reported a position in BMY in Q4 2019 and held it in 14 quarters. The position peaked at $1.39M in Q4 2019. 2,339 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

Laidlaw Wealth Management reported no remaining Bristol-Myers Squibb position as of Q1 2024 after selling out during the quarter.
Laidlaw Wealth Management sold 9,342 Bristol-Myers Squibb shares in Q1 2024, an estimated $479K.
Laidlaw Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 14 quarters.
Laidlaw Wealth Management's Bristol-Myers Squibb position peaked at $1.39M in Q4 2019.
2,339 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.