Mine & Arao Wealth Creation & Management’s Bristol-Myers Squibb BMY Stock Holding History

Mine & Arao Wealth Creation & 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 Q2	–	Sell	-45	Closed	-$2.44K	–	107
2024 Q1	$2.44K	Hold	45	–	–	﹤0.01%	271
2023 Q4	$2.31K	Hold	45	–	–	﹤0.01%	282
2023 Q3	$2.61K	Hold	45	–	–	﹤0.01%	276
2023 Q2	$2.88K	Sell	45 -129	-74%	-$8.65K	﹤0.01%	286
2023 Q1	$12.1K	Hold	174	–	–	0.01%	210
2022 Q4	$12.5K	Hold	174	–	–	0.01%	204
2022 Q3	$12K	Buy	174 +129	+287%	+$9.36K	0.01%	212
2022 Q2	$3K	Hold	45	–	–	﹤0.01%	286
2022 Q1	$3K	Hold	45	–	–	﹤0.01%	284
2021 Q4	$3K	Hold	45	–	–	﹤0.01%	284
2021 Q3	$3K	Hold	45	–	–	﹤0.01%	258
2021 Q2	$3K	Hold	45	–	–	﹤0.01%	253
2021 Q1	$3K	Hold	45	–	–	﹤0.01%	243
2020 Q4	$3K	Hold	45	–	–	﹤0.01%	245
2020 Q3	$3K	Hold	45	–	–	﹤0.01%	239
2020 Q2	$3K	Hold	45	–	–	﹤0.01%	217
2020 Q1	$3K	Hold	45	–	–	﹤0.01%	212
2019 Q4	$3K	Buy	+45	New	+$2.58K	﹤0.01%	220

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

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

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

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's BMY Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Bristol-Myers Squibb (BMY) in Q2 2024, closing a stake of 45 shares — an estimated $2.44K sold.

Mine & Arao Wealth Creation & Management first reported a position in BMY in Q4 2019 and held it in 18 quarters. The position peaked at $12.5K in Q4 2022. 2,154 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining Bristol-Myers Squibb position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 45 Bristol-Myers Squibb shares in Q2 2024, an estimated $2.44K.
Mine & Arao Wealth Creation & Management first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 18 quarters.
Mine & Arao Wealth Creation & Management's Bristol-Myers Squibb position peaked at $12.5K in Q4 2022.
2,154 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.