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Lee Financial’s Bristol-Myers Squibb BMY Stock Holding History

Lee Financial’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
-1,942
Closed -$99.6K – 239
2023
Q4 		$99.6K Buy
1,942
+42
+2% +$2.21K 0.02% 178
2023
Q3 		$110K Hold
1,900
– – 0.02% 156
2023
Q2 		$122K Hold
1,900
– – 0.02% 151
2023
Q1 		$132K Sell
1,900
-41
-2% -$2.89K 0.02% 150
2022
Q4 		$140K Hold
1,941
– – 0.02% 170
2022
Q3 		$138K Sell
1,941
-7
-0.4% -$508 0.03% 166
2022
Q2 		$150K Buy
1,948
+21
+1% +$1.6K 0.03% 161
2022
Q1 		$141K Sell
1,927
-208
-10% -$14K 0.03% 169
2021
Q4 		$133K Buy
2,135
+1,550
+265% +$90.9K 0.03% 170
2021
Q3 		$35K Buy
585
+85
+17% +$5.6K 0.01% 262
2021
Q2 		$33K Hold
500
– – 0.01% 264
2021
Q1 		$32K Buy
+500
New +$31.1K 0.01% 261
2020
Q4 		– Sell
-164
Closed -$10K – 479
2020
Q3 		$10K Sell
164
-2
-1% -$120 ﹤0.01% 396
2020
Q2 		$10K Hold
166
– – ﹤0.01% 368
2020
Q1 		$9K Hold
166
– – ﹤0.01% 309
2019
Q4 		$11K Hold
166
– – ﹤0.01% 329
2019
Q3 		$8K Hold
166
– – ﹤0.01% 374
2019
Q2 		$8K Buy
166
+2
+1% +$93 ﹤0.01% 382
2019
Q1 		$8K Hold
164
– – ﹤0.01% 363
2018
Q4 		$9K Hold
164
– – ﹤0.01% 292
2018
Q3 		$10K Sell
164
-246
-60% -$14.6K ﹤0.01% 322
2018
Q2 		$23K Sell
410
-30
-7% -$1.62K 0.01% 326
2018
Q1 		$27K Buy
440
+276
+168% +$17.8K 0.01% 313
2017
Q4 		$10K Hold
164
– – ﹤0.01% 318
2017
Q3 		$10K Hold
164
– – ﹤0.01% 325
2017
Q2 		$9K Hold
164
– – ﹤0.01% 335
2017
Q1 		$9K Sell
164
-600
-79% -$32.9K ﹤0.01% 284
2016
Q4 		$45K Buy
+764
New +$41.8K 0.03% 183

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lee Financial's BMY Position: Q1 2024 in Review

Lee Financial sold out of Bristol-Myers Squibb (BMY) in Q1 2024, closing a stake of 1,942 shares — an estimated $99.6K sold.

Lee Financial first reported a position in BMY in Q4 2016 and held it in 28 quarters. The position peaked at $150K in Q2 2022. 2,339 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

  • Lee Financial reported no remaining Bristol-Myers Squibb position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 1,942 Bristol-Myers Squibb shares in Q1 2024, an estimated $99.6K.
  • Lee Financial first reported a position in Bristol-Myers Squibb in Q4 2016 and held it in 28 quarters.
  • Lee Financial's Bristol-Myers Squibb position peaked at $150K in Q2 2022.
  • 2,339 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.