Life Planning Partners’s Bristol-Myers Squibb BMY Stock Holding History

Life Planning 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 Q1	–	Sell	-329	Closed	-$16.9K	–	84
2023 Q4	$16.9K	Buy	+329	New	+$17.3K	0.02%	138
2022 Q3	$23.4K	Hold	329	–	–	0.03%	113
2022 Q2	$25K	Hold	329	–	–	0.03%	109
2022 Q1	$24K	Hold	329	–	–	0.02%	113
2021 Q4	$21K	Buy	+329	New	+$19.3K	0.02%	111

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

Life Planning Partners's BMY Position: Q1 2024 in Review

Life Planning Partners sold out of Bristol-Myers Squibb (BMY) in Q1 2024, closing a stake of 329 shares — an estimated $16.9K sold.

Life Planning Partners first reported a position in BMY in Q4 2021 and held it in 5 quarters. The position peaked at $25K in Q2 2022. 2,340 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

Life Planning Partners reported no remaining Bristol-Myers Squibb position as of Q1 2024 after selling out during the quarter.
Life Planning Partners sold 329 Bristol-Myers Squibb shares in Q1 2024, an estimated $16.9K.
Life Planning Partners first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 5 quarters.
Life Planning Partners's Bristol-Myers Squibb position peaked at $25K in Q2 2022.
2,340 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.