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McGuire Investment Group’s Bristol-Myers Squibb BMY Stock Holding History

McGuire Investment Group’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
-20,433
Closed -$1.06M – 110
2024
Q3 		$1.06M Sell
20,433
-1,128
-5% -$52.9K 0.15% 70
2024
Q2 		$895K Sell
21,561
-8,356
-28% -$374K 0.13% 71
2024
Q1 		$1.62M Sell
29,917
-47,246
-61% -$2.41M 0.24% 60
2023
Q4 		$3.96M Sell
77,163
-29,484
-28% -$1.55M 0.66% 43
2023
Q3 		$6.19M Sell
106,647
-2,317
-2% -$142K 1.19% 32
2023
Q2 		$6.97M Sell
108,964
-4,096
-4% -$275K 1.3% 30
2023
Q1 		$7.84M Sell
113,060
-5,396
-5% -$381K 1.56% 27
2022
Q4 		$8.52M Sell
118,456
-362
-0.3% -$27.3K 1.84% 23
2022
Q3 		$8.45M Sell
118,818
-943
-0.8% -$68.4K 1.92% 22
2022
Q2 		$9.22M Sell
119,761
-1,891
-2% -$144K 1.99% 17
2022
Q1 		$8.88M Sell
121,652
-14,651
-11% -$984K 1.63% 23
2021
Q4 		$8.5M Sell
136,303
-14,878
-10% -$873K 1.4% 29
2021
Q3 		$8.95M Buy
151,181
+51,003
+51% +$3.36M 1.68% 24
2021
Q2 		$6.69M Buy
100,178
+11,546
+13% +$753K 1.27% 33
2021
Q1 		$5.59M Buy
88,632
+81,609
+1,162% +$5.08M 1.18% 35
2020
Q4 		$436K Buy
7,023
+2,456
+54% +$151K 0.11% 75
2020
Q3 		$275K Buy
4,567
+57
+1% +$3.43K 0.08% 83
2020
Q2 		$265K Buy
4,510
+6
+0.1% +$359 0.09% 76
2020
Q1 		$251K Sell
4,504
-7
-0.2% -$428 0.1% 70
2019
Q4 		$290K Buy
+4,511
New +$258K 0.09% 82

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

McGuire Investment Group's BMY Position: Q4 2024 in Review

McGuire Investment Group sold out of Bristol-Myers Squibb (BMY) in Q4 2024, closing a stake of 20,433 shares — an estimated $1.06M sold.

McGuire Investment Group first reported a position in BMY in Q4 2019 and held it in 20 quarters. The position peaked at $9.22M in Q2 2022. 2,487 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

  • McGuire Investment Group reported no remaining Bristol-Myers Squibb position as of Q4 2024 after selling out during the quarter.
  • McGuire Investment Group sold 20,433 Bristol-Myers Squibb shares in Q4 2024, an estimated $1.06M.
  • McGuire Investment Group first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 20 quarters.
  • McGuire Investment Group's Bristol-Myers Squibb position peaked at $9.22M in Q2 2022.
  • 2,487 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

Based on McGuire Investment Group's 13F filing for Q4 2024, filed 21 Jan 2025.