McGlone Suttner Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

McGlone Suttner Wealth 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	-126	Closed	-$6.47K	–	242
2023 Q4	$6.47K	Buy	+126	New	+$6.61K	﹤0.01%	553
2023 Q3	–	Sell	-5,338	Closed	-$341K	–	142
2023 Q2	$341K	Sell	5,338 -2,895	-35%	-$194K	0.08%	97
2023 Q1	$571K	Buy	8,233 +283	+4%	+$20K	0.15%	66
2022 Q4	$572K	Buy	+7,950	New	+$599K	0.18%	64

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

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

McGlone Suttner Wealth Management's BMY Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q1 2024, closing a stake of 126 shares — an estimated $6.47K sold.

McGlone Suttner Wealth Management first reported a position in BMY in Q4 2022 and held it in 4 quarters. The position peaked at $572K in Q4 2022. 2,339 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

McGlone Suttner Wealth Management reported no remaining Bristol-Myers Squibb position as of Q1 2024 after selling out during the quarter.
McGlone Suttner Wealth Management sold 126 Bristol-Myers Squibb shares in Q1 2024, an estimated $6.47K.
McGlone Suttner Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 4 quarters.
McGlone Suttner Wealth Management's Bristol-Myers Squibb position peaked at $572K in Q4 2022.
2,339 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.