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Naples Money Management’s Bristol-Myers Squibb BMY Stock Holding History

Naples Money 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 		$75K Buy
1,450
+112
+8% +$5.25K 0.06% 76
2024
Q2 		$55.3K Sell
1,338
-37,021
-97% -$1.66M 0.05% 79
2024
Q1 		$2.08M Sell
38,359
-1,234
-3% -$62.9K 2.07% 19
2023
Q4 		$2.03M Buy
+39,593
New +$2.08M 1.9% 24

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Naples Money Management's BMY Position: Q3 2024 in Review

Naples Money Management increased its Bristol-Myers Squibb (BMY) stake by 8.4% in Q3 2024, buying an estimated $5.25K and bringing the position to 1,450 shares worth $75K. The position accounts for 0.06% of the portfolio, ranked #76.

Naples Money Management first reported a position in BMY in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.08M in Q1 2024. 2,260 funds tracked by Wall St. Rank hold BMY as of Q3 2024.

  • Naples Money Management held 1,450 shares of Bristol-Myers Squibb worth $75K as of Q3 2024.
  • Naples Money Management bought 112 Bristol-Myers Squibb shares in Q3 2024, an estimated $5.25K.
  • Bristol-Myers Squibb made up 0.06% of Naples Money Management's portfolio in Q3 2024, its #76 holding.
  • Naples Money Management first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Bristol-Myers Squibb position peaked at $2.08M in Q1 2024.
  • 2,260 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.