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Lake Street Advisors Group’s Bristol-Myers Squibb BMY Stock Holding History

Lake Street Advisors 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 		$833K Buy
14,722
+2,498
+20% +$140K 0.04% 247
2024
Q3 		$632K Buy
12,224
+2,227
+22% +$104K 0.03% 283
2024
Q2 		$415K Sell
9,997
-3,533
-26% -$158K 0.02% 362
2024
Q1 		$734K Sell
13,530
-1,077
-7% -$54.9K 0.03% 273
2023
Q4 		$750K Buy
14,607
+1,264
+9% +$66.3K 0.04% 263
2023
Q3 		$774K Sell
13,343
-1,003
-7% -$61.5K 0.05% 182
2023
Q2 		$917K Buy
14,346
+490
+4% +$32.9K 0.05% 178
2023
Q1 		$960K Buy
13,856
+426
+3% +$30K 0.06% 166
2022
Q4 		$966K Buy
13,430
+563
+4% +$42.5K 0.06% 151
2022
Q3 		$915K Buy
12,867
+371
+3% +$26.9K 0.07% 155
2022
Q2 		$962K Buy
12,496
+1,048
+9% +$79.8K 0.07% 145
2022
Q1 		$836K Buy
+11,448
New +$769K 0.05% 154
2021
Q3 		– Sell
-9,859
Closed -$660K – 255
2021
Q2 		$660K Sell
9,859
-59
-0.6% -$3.85K 0.05% 140
2021
Q1 		$626K Buy
9,918
+192
+2% +$11.9K 0.05% 137
2020
Q4 		$603K Sell
9,726
-273
-3% -$16.8K 0.05% 135
2020
Q3 		$603K Sell
9,999
-172
-2% -$10.4K 0.06% 126
2020
Q2 		$598K Sell
10,171
-656
-6% -$39.2K 0.06% 122
2020
Q1 		$603K Buy
10,827
+2,519
+30% +$154K 0.07% 101
2019
Q4 		$533K Buy
8,308
+3,772
+83% +$216K 0.05% 116
2019
Q3 		$230K Buy
+4,536
New +$213K 0.02% 194
2019
Q1 		– Sell
-4,727
Closed -$246K – 233
2018
Q4 		$246K Buy
4,727
+79
+2% +$4.25K 0.03% 159
2018
Q3 		$289K Sell
4,648
-3,276
-41% -$194K 0.03% 141
2018
Q2 		$439K Sell
7,924
-3
-0% -$162 0.04% 171
2018
Q1 		$501K Buy
7,927
+146
+2% +$9.39K 0.06% 135
2017
Q4 		$477K Buy
+7,781
New +$487K 0.05% 150

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

Lake Street Advisors Group's BMY Position: Q4 2024 in Review

Lake Street Advisors Group increased its Bristol-Myers Squibb (BMY) stake by 20% in Q4 2024, buying an estimated $140K and bringing the position to 14,722 shares worth $833K. The position accounts for 0.04% of the portfolio, ranked #247.

Lake Street Advisors Group first reported a position in BMY in Q4 2017 and has held it in 25 quarters since. The position peaked at $966K in Q4 2022. 2,487 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

  • Lake Street Advisors Group held 14,722 shares of Bristol-Myers Squibb worth $833K as of Q4 2024.
  • Lake Street Advisors Group bought 2,498 Bristol-Myers Squibb shares in Q4 2024, an estimated $140K.
  • Bristol-Myers Squibb made up 0.04% of Lake Street Advisors Group's portfolio in Q4 2024, its #247 holding.
  • Lake Street Advisors Group first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 25 quarters since.
  • Lake Street Advisors Group's Bristol-Myers Squibb position peaked at $966K in Q4 2022.
  • 2,487 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.