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Legacy Capital Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

Legacy Capital Wealth Partners’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
Q2 		– Sell
-4,726
Closed -$333K – 311
2024
Q1 		$333K Buy
+4,726
New +$241K 0.24% 86

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Legacy Capital Wealth Partners's BMY Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of Bristol-Myers Squibb (BMY) in Q2 2024, closing a stake of 4,726 shares — an estimated $333K sold.

Legacy Capital Wealth Partners first reported a position in BMY in Q1 2024 and held it in 1 quarter. The position peaked at $333K in Q1 2024. 2,154 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining Bristol-Myers Squibb position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 4,726 Bristol-Myers Squibb shares in Q2 2024, an estimated $333K.
  • Legacy Capital Wealth Partners first reported a position in Bristol-Myers Squibb in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's Bristol-Myers Squibb position peaked at $333K in Q1 2024.
  • 2,154 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.