Macroview Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Macroview Investment Management’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 Q3	–	Sell	-1	Closed	-$42	–	595
2024 Q2	$42	Buy	+1	New	+$45	﹤0.01%	579
2023 Q4	–	Sell	-45	Closed	-$2.61K	–	648
2023 Q3	$2.61K	Buy	+45	New	+$2.76K	﹤0.01%	539
2023 Q2	–	Sell	-25	Closed	-$1.73K	–	514
2023 Q1	$1.73K	Hold	25	–	–	﹤0.01%	365
2022 Q4	$1.8K	Hold	25	–	–	﹤0.01%	371
2022 Q3	$2K	Sell	25 -650	-96%	-$47.2K	﹤0.01%	334
2022 Q2	$52K	Hold	675	–	–	0.08%	92
2022 Q1	$49K	Buy	675 +25	+4%	+$1.68K	0.07%	95
2021 Q4	$41K	Hold	650	–	–	0.05%	102
2021 Q3	$38K	Hold	650	–	–	0.05%	104
2021 Q2	$43K	Hold	650	–	–	0.06%	99
2021 Q1	$41K	Hold	650	–	–	0.06%	93
2020 Q4	$40K	Hold	650	–	–	0.06%	93
2020 Q3	$39K	Hold	650	–	–	0.07%	86
2020 Q2	$38K	Sell	650 -24	-4%	-$1.44K	0.08%	82
2020 Q1	$38K	Hold	674	–	–	0.08%	73
2019 Q4	$43K	Buy	674 +24	+4%	+$1.37K	0.09%	75
2019 Q3	$33K	Hold	650	–	–	0.07%	80
2019 Q2	$29K	Hold	650	–	–	0.08%	86
2019 Q1	$31K	Buy	650 +591	+1,002%	+$29.4K	0.08%	89
2018 Q4	$3K	Buy	+59	New	+$3.17K	0.01%	187
2015 Q2	–	Sell	-81	Closed	-$5K	–	116
2015 Q1	$5K	Sell	81 -10	-11%	-$626	﹤0.01%	92
2014 Q4	$5K	Hold	91	–	–	0.01%	99
2014 Q3	$5K	Buy	91 +10	+12%	+$500	0.01%	105
2014 Q2	$4K	Hold	81	–	–	0.01%	110
2014 Q1	$4K	Buy	+81	New	+$4.31K	0.01%	168
2013 Q3	–	Sell	-184	Closed	-$8K	–	220
2013 Q2	$8K	Buy	+184	New	+$7.99K	0.01%	90

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 $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Macroview Investment Management's BMY Position: Q3 2024 in Review

Macroview Investment Management sold out of Bristol-Myers Squibb (BMY) in Q3 2024, closing a stake of 1 share — an estimated $42 sold.

Macroview Investment Management first reported a position in BMY in Q2 2013 and held it in 26 quarters. The position peaked at $52K in Q2 2022. 2,263 funds tracked by Wall St. Rank hold BMY as of Q3 2024.

Macroview Investment Management reported no remaining Bristol-Myers Squibb position as of Q3 2024 after selling out during the quarter.
Macroview Investment Management sold 1 Bristol-Myers Squibb share in Q3 2024, an estimated $42.
Macroview Investment Management first reported a position in Bristol-Myers Squibb in Q2 2013 and held it in 26 quarters.
Macroview Investment Management's Bristol-Myers Squibb position peaked at $52K in Q2 2022.
2,263 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2024.

Based on Macroview Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.