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Lake Street Private Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Lake Street Private Wealth’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 		– Sell
-9,545
Closed -$494K – 251
2024
Q3 		$494K Sell
9,545
-4,113
-30% -$193K 0.08% 162
2024
Q2 		$567K Sell
13,658
-3,789
-22% -$170K 0.07% 204
2024
Q1 		$946K Buy
17,447
+2,197
+14% +$112K 0.13% 148
2023
Q4 		$782K Sell
15,250
-1,188
-7% -$62.4K 0.12% 154
2023
Q3 		$956K Sell
16,438
-1,438
-8% -$88.1K 0.17% 126
2023
Q2 		$1.14M Sell
17,876
-1,482
-8% -$99.4K 0.2% 116
2023
Q1 		$1.34M Sell
19,358
-549
-3% -$38.7K 0.25% 110
2022
Q4 		$1.43M Sell
19,907
-996
-5% -$75.1K 0.3% 97
2022
Q3 		$1.49M Sell
20,903
-3,064
-13% -$222K 0.34% 89
2022
Q2 		$1.84M Buy
23,967
+5,388
+29% +$410K 0.39% 76
2022
Q1 		$1.36M Buy
18,579
+490
+3% +$32.9K 0.24% 107
2021
Q4 		$1.13M Buy
18,089
+5,024
+38% +$295K 0.2% 119
2021
Q3 		$773K Buy
13,065
+141
+1% +$9.29K 0.19% 118
2021
Q2 		$860K Sell
12,924
-1,339
-9% -$87.3K 0.22% 109
2021
Q1 		$900K Buy
14,263
+190
+1% +$11.8K 0.25% 102
2020
Q4 		$873K Sell
14,073
-2,056
-13% -$126K 0.25% 99
2020
Q3 		$972K Sell
16,129
-725
-4% -$43.6K 0.33% 73
2020
Q2 		$991K Buy
16,854
+732
+5% +$43.8K 0.37% 72
2020
Q1 		$899K Buy
16,122
+470
+3% +$28.7K 0.41% 71
2019
Q4 		$1M Buy
+15,652
New +$896K 0.38% 81

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 Private Wealth's BMY Position: Q4 2024 in Review

Lake Street Private Wealth sold out of Bristol-Myers Squibb (BMY) in Q4 2024, closing a stake of 9,545 shares — an estimated $494K sold.

Lake Street Private Wealth first reported a position in BMY in Q4 2019 and held it in 20 quarters. The position peaked at $1.84M in Q2 2022. 2,486 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

  • Lake Street Private Wealth reported no remaining Bristol-Myers Squibb position as of Q4 2024 after selling out during the quarter.
  • Lake Street Private Wealth sold 9,545 Bristol-Myers Squibb shares in Q4 2024, an estimated $494K.
  • Lake Street Private Wealth first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 20 quarters.
  • Lake Street Private Wealth's Bristol-Myers Squibb position peaked at $1.84M in Q2 2022.
  • 2,486 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

Based on Lake Street Private Wealth's 13F filing for Q4 2024, filed 15 Jan 2025.