New Potomac Partners’s Bristol-Myers Squibb BMY Stock Holding History

New Potomac Partners’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	$20.7K	Buy	+400	New	+$18.8K	0.01%	136
2020 Q4	–	Sell	-3,720	Closed	-$224K	–	69
2020 Q3	$224K	Hold	3,720	–	–	0.18%	62
2020 Q2	$219K	Sell	3,720 -200	-5%	-$12K	0.2%	57
2020 Q1	$219K	Sell	3,920 -2,625	-40%	-$160K	0.24%	54
2019 Q4	$420K	Buy	6,545 +5,145	+368%	+$295K	0.39%	54
2019 Q3	$71K	Hold	1,400	–	–	0.07%	89
2019 Q2	$63K	Hold	1,400	–	–	0.06%	94
2019 Q1	$67K	Buy	1,400 +1,000	+250%	+$49.8K	0.07%	92
2018 Q4	$21K	Hold	400	–	–	0.02%	122
2018 Q3	$25K	Hold	400	–	–	0.02%	120
2018 Q2	$22K	Hold	400	–	–	0.02%	120
2018 Q1	$25K	Hold	400	–	–	0.02%	118
2017 Q4	$25K	Buy	+400	New	+$25K	0.02%	114

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 $3.37T AUM 44.26% 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

New Potomac Partners's BMY Position: Q3 2024 in Review

New Potomac Partners opened a new position in Bristol-Myers Squibb (BMY) in Q3 2024: 400 shares worth $20.7K. The stake represents 0.01% of the portfolio and ranks #136 among its holdings. This is a return to the name: New Potomac Partners previously reported a position in BMY as recently as Q3 2020.

New Potomac Partners first reported a position in BMY in Q4 2017 and has held it in 13 quarters since. The position peaked at $420K in Q4 2019. 2,263 funds tracked by Wall St. Rank hold BMY as of Q3 2024.

New Potomac Partners held 400 shares of Bristol-Myers Squibb worth $20.7K as of Q3 2024.
Bristol-Myers Squibb was a new New Potomac Partners position in Q3 2024.
Bristol-Myers Squibb made up 0.01% of New Potomac Partners's portfolio in Q3 2024, its #136 holding.
New Potomac Partners first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 13 quarters since.
New Potomac Partners's Bristol-Myers Squibb position peaked at $420K in Q4 2019.
2,263 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.