Moseley Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Moseley Investment 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 Q3	–	Sell	-5,515	Closed	-$229K	–	155
2024 Q2	$229K	Buy	5,515 +1	+0%	+$45	0.11%	131
2024 Q1	$299K	Buy	+5,514	New	+$281K	0.15%	112
2021 Q4	–	Sell	-3,380	Closed	-$201K	–	179
2021 Q3	$201K	Sell	3,380 -340	-9%	-$22.4K	0.1%	168
2021 Q2	$249K	Buy	3,720 +400	+12%	+$26.1K	0.12%	157
2021 Q1	$210K	Hold	3,320	–	–	0.12%	159
2020 Q4	$206K	Buy	+3,320	New	+$204K	0.12%	147
2019 Q4	–	Sell	-5,300	Closed	-$269K	–	124
2019 Q3	$269K	Sell	5,300 -1,568	-23%	-$73.7K	0.28%	96
2019 Q2	$311K	Hold	6,868	–	–	0.29%	95
2019 Q1	$328K	Buy	+6,868	New	+$342K	0.34%	86

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moseley Investment Management's BMY Position: Q3 2024 in Review

Moseley Investment Management sold out of Bristol-Myers Squibb (BMY) in Q3 2024, closing a stake of 5,515 shares — an estimated $229K sold.

Moseley Investment Management first reported a position in BMY in Q1 2019 and held it in 9 quarters. The position peaked at $328K in Q1 2019. 2,258 funds tracked by Wall St. Rank hold BMY as of Q3 2024.

Moseley Investment Management reported no remaining Bristol-Myers Squibb position as of Q3 2024 after selling out during the quarter.
Moseley Investment Management sold 5,515 Bristol-Myers Squibb shares in Q3 2024, an estimated $229K.
Moseley Investment Management first reported a position in Bristol-Myers Squibb in Q1 2019 and held it in 9 quarters.
Moseley Investment Management's Bristol-Myers Squibb position peaked at $328K in Q1 2019.
2,258 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2024.

Based on Moseley Investment Management's 13F filing for Q3 2024, filed 16 Oct 2024.