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Louisbourg Investments’s Bristol-Myers Squibb BMY Stock Holding History

Louisbourg Investments’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
-529
Closed -$27.4K – 171
2024
Q3 		$27.4K Hold
529
– – 0.01% 138
2024
Q2 		$22K Hold
529
– – 0.01% 140
2024
Q1 		$28.7K Sell
529
-564
-52% -$28.7K 0.01% 132
2023
Q4 		$56.1K Buy
+1,093
New +$57.4K 0.02% 116

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

Louisbourg Investments's BMY Position: Q4 2024 in Review

Louisbourg Investments sold out of Bristol-Myers Squibb (BMY) in Q4 2024, closing a stake of 529 shares — an estimated $27.4K sold.

Louisbourg Investments first reported a position in BMY in Q4 2023 and held it in 4 quarters. The position peaked at $56.1K in Q4 2023. 2,486 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

  • Louisbourg Investments reported no remaining Bristol-Myers Squibb position as of Q4 2024 after selling out during the quarter.
  • Louisbourg Investments sold 529 Bristol-Myers Squibb shares in Q4 2024, an estimated $27.4K.
  • Louisbourg Investments first reported a position in Bristol-Myers Squibb in Q4 2023 and held it in 4 quarters.
  • Louisbourg Investments's Bristol-Myers Squibb position peaked at $56.1K in Q4 2023.
  • 2,486 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

Based on Louisbourg Investments's 13F filing for Q4 2024, filed 29 Jan 2025.