Michael J. Puzo’s Bristol-Myers Squibb BMY Stock Holding History

Michael J. Puzo’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	-5,300	Closed	-$220K	–	77
2024 Q2	$220K	Sell	5,300 -800	-13%	-$35.8K	0.06%	73
2024 Q1	$331K	Sell	6,100 -550	-8%	-$28K	0.09%	65
2023 Q4	$341K	Sell	6,650 -1,500	-18%	-$78.7K	0.11%	61
2023 Q3	$473K	Sell	8,150 -100	-1%	-$6.13K	0.16%	56
2023 Q2	$528K	Sell	8,250 -200	-2%	-$13.4K	0.17%	59
2023 Q1	$586K	Sell	8,450 -610	-7%	-$43K	0.2%	57
2022 Q4	$652K	Hold	9,060	–	–	0.24%	55
2022 Q3	$644K	Sell	9,060 -1,124	-11%	-$81.5K	0.24%	57
2022 Q2	$784K	Hold	10,184	–	–	0.28%	52
2022 Q1	$744K	Hold	10,184	–	–	0.22%	57
2021 Q4	$634K	Sell	10,184 -600	-6%	-$35.2K	0.18%	58
2021 Q3	$638K	Hold	10,784	–	–	0.2%	54
2021 Q2	$721K	Hold	10,784	–	–	0.22%	52
2021 Q1	$681K	Hold	10,784	–	–	0.22%	53
2020 Q4	$668K	Sell	10,784 -575	-5%	-$35.4K	0.22%	53
2020 Q3	$686K	Sell	11,359 -25	-0.2%	-$1.5K	0.24%	50
2020 Q2	$670K	Sell	11,384 -621	-5%	-$37.1K	0.25%	50
2020 Q1	$669K	Buy	12,005 +624	+5%	+$38.1K	0.29%	48
2019 Q4	$732K	Buy	11,381 +821	+8%	+$47K	0.26%	51
2019 Q3	$534K	Sell	10,560 -1,100	-9%	-$51.7K	0.2%	55
2019 Q2	$528K	Sell	11,660 -200	-2%	-$9.32K	0.2%	56
2019 Q1	$566K	Sell	11,860 -2,000	-14%	-$99.6K	0.22%	55
2018 Q4	$721K	Sell	13,860 -1,100	-7%	-$59.1K	0.32%	49
2018 Q3	$929K	Hold	14,960	–	–	0.35%	50
2018 Q2	$828K	Sell	14,960 -1,640	-10%	-$88.6K	0.35%	50
2018 Q1	$1.05M	Sell	16,600 -1,500	-8%	-$96.5K	0.45%	45
2017 Q4	$1.11M	Buy	18,100 +6,900	+62%	+$432K	0.46%	45
2017 Q3	$714K	Sell	11,200 -400	-3%	-$23.4K	0.37%	50
2017 Q2	$647K	Sell	11,600 -200	-2%	-$10.9K	0.35%	52
2017 Q1	$642K	Hold	11,800	–	–	0.36%	56
2016 Q4	$689K	Hold	11,800	–	–	0.4%	55
2016 Q3	$636K	Sell	11,800 -200	-2%	-$12.8K	0.37%	54
2016 Q2	$883K	Sell	12,000 -300	-2%	-$21.2K	0.58%	44
2016 Q1	$786K	Sell	12,300 -1,500	-11%	-$94.6K	0.52%	49
2015 Q4	$948K	Sell	13,800 -885	-6%	-$58.5K	0.66%	41
2015 Q3	$870K	Buy	14,685 +715	+5%	+$45.4K	0.62%	43
2015 Q2	$930K	Sell	13,970 -700	-5%	-$46.1K	0.6%	44
2015 Q1	$946K	Hold	14,670	–	–	0.6%	45
2014 Q4	$866K	Buy	14,670 +170	+1%	+$9.59K	0.57%	50
2014 Q3	$742K	Sell	14,500 -700	-5%	-$35K	0.51%	50
2014 Q2	$738K	Sell	15,200 -900	-6%	-$44.4K	0.51%	49
2014 Q1	$837K	Sell	16,100 -300	-2%	-$16K	0.6%	49
2013 Q4	$872K	Sell	16,400 -372	-2%	-$18.9K	0.64%	44
2013 Q3	$776K	Sell	16,772 -172	-1%	-$7.55K	0.65%	44
2013 Q2	$757K	Buy	+16,944	New	+$736K	0.66%	44

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 $3.38T AUM 44.17% 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

Michael J. Puzo's BMY Position: Q3 2024 in Review

Michael J. Puzo sold out of Bristol-Myers Squibb (BMY) in Q3 2024, closing a stake of 5,300 shares — an estimated $220K sold.

Michael J. Puzo first reported a position in BMY in Q2 2013 and held it in 45 quarters. The position peaked at $1.11M in Q4 2017. 2,265 funds tracked by Wall St. Rank hold BMY as of Q3 2024.

Michael J. Puzo reported no remaining Bristol-Myers Squibb position as of Q3 2024 after selling out during the quarter.
Michael J. Puzo sold 5,300 Bristol-Myers Squibb shares in Q3 2024, an estimated $220K.
Michael J. Puzo first reported a position in Bristol-Myers Squibb in Q2 2013 and held it in 45 quarters.
Michael J. Puzo's Bristol-Myers Squibb position peaked at $1.11M in Q4 2017.
2,265 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2024.

Based on Michael J. Puzo's 13F filing for Q3 2024, filed 12 Nov 2024.