Nixon Peabody Trust’s Bristol-Myers Squibb BMY Stock Holding History

Nixon Peabody Trust’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 Q1	–	Sell	-4,054	Closed	-$208K	–	129
2023 Q4	$208K	Buy	+4,054	New	+$213K	0.02%	127
2023 Q3	–	Sell	-20,510	Closed	-$1.31M	–	79
2023 Q2	$1.31M	Sell	20,510 -10,392	-34%	-$697K	1.06%	42
2023 Q1	$2.14M	Buy	30,902 +44	+0.1%	+$3.1K	1.5%	29
2022 Q4	$2.22M	Buy	30,858 +625	+2%	+$47.1K	1.8%	19
2022 Q3	$2.15M	Sell	30,233 -3,596	-11%	-$261K	1.82%	14
2022 Q2	$2.6M	Buy	33,829 +15,561	+85%	+$1.19M	1.18%	46
2022 Q1	$1.33M	Buy	18,268 +12,097	+196%	+$812K	0.46%	51
2021 Q4	$385K	Buy	+6,171	New	+$362K	0.12%	69
2020 Q2	–	Sell	-4,000	Closed	-$223K	–	73
2020 Q1	$223K	Buy	+4,000	New	+$244K	0.14%	66

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Norges Bank Oslo, Norway $1T AUM

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

Nixon Peabody Trust's BMY Position: Q1 2024 in Review

Nixon Peabody Trust sold out of Bristol-Myers Squibb (BMY) in Q1 2024, closing a stake of 4,054 shares — an estimated $208K sold.

Nixon Peabody Trust first reported a position in BMY in Q1 2020 and held it in 9 quarters. The position peaked at $2.6M in Q2 2022. 2,338 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

Nixon Peabody Trust reported no remaining Bristol-Myers Squibb position as of Q1 2024 after selling out during the quarter.
Nixon Peabody Trust sold 4,054 Bristol-Myers Squibb shares in Q1 2024, an estimated $208K.
Nixon Peabody Trust first reported a position in Bristol-Myers Squibb in Q1 2020 and held it in 9 quarters.
Nixon Peabody Trust's Bristol-Myers Squibb position peaked at $2.6M in Q2 2022.
2,338 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on Nixon Peabody Trust's 13F filing for Q1 2024, filed 7 May 2024.