Madison Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Madison Investment Advisors’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	$213K	Buy	+3,768	New	+$211K	﹤0.01%	334

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Madison Investment Advisors's BMY Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Bristol-Myers Squibb (BMY) in Q4 2024: 3,768 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #334 among its holdings.

2,493 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

Madison Investment Advisors held 3,768 shares of Bristol-Myers Squibb worth $213K as of Q4 2024.
Bristol-Myers Squibb was a new Madison Investment Advisors position in Q4 2024.
Bristol-Myers Squibb made up ﹤0.01% of Madison Investment Advisors's portfolio in Q4 2024, its #334 holding.
2,493 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.