Morningstar Investment Services’s Bristol-Myers Squibb BMY Stock Holding History

Morningstar Investment Services’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	-10,570	Closed	-$538K	–	169
2024 Q3	$538K	Buy	10,570 +323	+3%	+$15.2K	0.01%	268
2024 Q2	$425K	Buy	10,247 +3,586	+54%	+$160K	﹤0.01%	267
2024 Q1	$355K	Sell	6,661 -6,439	-49%	-$328K	﹤0.01%	268
2023 Q4	$671K	Buy	13,100 +5,251	+67%	+$276K	﹤0.01%	263
2023 Q3	$456K	Buy	7,849 +3,660	+87%	+$224K	0.01%	212
2023 Q2	$268K	Buy	+4,189	New	+$281K	﹤0.01%	228
2019 Q3	–	Sell	-145,473	Closed	-$6.6M	–	197
2019 Q2	$6.6M	Buy	145,473 +19,354	+15%	+$902K	0.11%	131
2019 Q1	$6.02M	Buy	126,119 +118,686	+1,597%	+$5.91M	0.1%	132
2018 Q4	$386K	Buy	+7,433	New	+$399K	0.01%	165
2016 Q4	–	Sell	-10,571	Closed	-$570K	–	189
2016 Q3	$570K	Buy	+10,571	New	+$679K	0.02%	179

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morningstar Investment Services's BMY Position: Q4 2024 in Review

Morningstar Investment Services sold out of Bristol-Myers Squibb (BMY) in Q4 2024, closing a stake of 10,570 shares — an estimated $538K sold.

Morningstar Investment Services first reported a position in BMY in Q3 2016 and held it in 10 quarters. The position peaked at $6.6M in Q2 2019. 2,487 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

Morningstar Investment Services reported no remaining Bristol-Myers Squibb position as of Q4 2024 after selling out during the quarter.
Morningstar Investment Services sold 10,570 Bristol-Myers Squibb shares in Q4 2024, an estimated $538K.
Morningstar Investment Services first reported a position in Bristol-Myers Squibb in Q3 2016 and held it in 10 quarters.
Morningstar Investment Services's Bristol-Myers Squibb position peaked at $6.6M in Q2 2019.
2,487 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.