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

Martin 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
Q1 		– Sell
-10,077
Closed -$517K – 49
2023
Q4 		$517K Sell
10,077
-108,522
-92% -$5.7M 0.15% 38
2023
Q3 		$6.88M Sell
118,599
-5,454
-4% -$334K 2.06% 18
2023
Q2 		$7.93M Sell
124,053
-3,709
-3% -$249K 2.24% 16
2023
Q1 		$8.86M Buy
127,762
+9,607
+8% +$678K 2.55% 15
2022
Q4 		$8.5M Buy
118,155
+2,929
+3% +$221K 2.67% 10
2022
Q3 		$8.19M Buy
115,226
+1,074
+0.9% +$77.9K 2.87% 11
2022
Q2 		$8.79M Sell
114,152
-1,668
-1% -$127K 2.49% 12
2022
Q1 		$8.46M Buy
115,820
+6,061
+6% +$407K 2.14% 19
2021
Q4 		$6.84M Sell
109,759
-10,626
-9% -$623K 1.7% 24
2021
Q3 		$7.12M Buy
120,385
+570
+0.5% +$37.5K 1.8% 23
2021
Q2 		$8.01M Buy
119,815
+320
+0.3% +$20.9K 2.06% 17
2021
Q1 		$7.54M Buy
119,495
+12,322
+11% +$767K 2.13% 19
2020
Q4 		$6.65M Sell
107,173
-1,284
-1% -$79K 2.12% 19
2020
Q3 		$6.54M Buy
108,457
+4,975
+5% +$299K 2.36% 18
2020
Q2 		$6.08M Buy
103,482
+1,462
+1% +$87.4K 2.54% 17
2020
Q1 		$5.69M Sell
102,020
-24,767
-20% -$1.51M 2.88% 12
2019
Q4 		$8.14M Sell
126,787
-106,244
-46% -$6.08M 2.82% 12
2019
Q3 		$11.8M Buy
233,031
+962
+0.4% +$45.2K 2.89% 19
2019
Q2 		$10.5M Buy
+232,069
New +$10.8M 2.64% 23

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Martin Investment Management's BMY Position: Q1 2024 in Review

Martin Investment Management sold out of Bristol-Myers Squibb (BMY) in Q1 2024, closing a stake of 10,077 shares — an estimated $517K sold.

Martin Investment Management first reported a position in BMY in Q2 2019 and held it in 19 quarters. The position peaked at $11.8M in Q3 2019. 2,332 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

  • Martin Investment Management reported no remaining Bristol-Myers Squibb position as of Q1 2024 after selling out during the quarter.
  • Martin Investment Management sold 10,077 Bristol-Myers Squibb shares in Q1 2024, an estimated $517K.
  • Martin Investment Management first reported a position in Bristol-Myers Squibb in Q2 2019 and held it in 19 quarters.
  • Martin Investment Management's Bristol-Myers Squibb position peaked at $11.8M in Q3 2019.
  • 2,332 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on Martin Investment Management's 13F filing for Q1 2024, filed 9 May 2024.