Norris Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Norris Financial Group’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	-9,195	Closed	-$476K	–	83
2024 Q3	$476K	Sell	9,195 -9,152	-50%	-$429K	0.23%	56
2024 Q2	$762K	Buy	18,347 +8,671	+90%	+$388K	0.4%	47
2024 Q1	$525K	Buy	+9,676	New	+$493K	0.29%	50

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norris Financial Group's BMY Position: Q4 2024 in Review

Norris Financial Group sold out of Bristol-Myers Squibb (BMY) in Q4 2024, closing a stake of 9,195 shares — an estimated $476K sold.

Norris Financial Group first reported a position in BMY in Q1 2024 and held it in 3 quarters. The position peaked at $762K in Q2 2024. 2,493 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

Norris Financial Group reported no remaining Bristol-Myers Squibb position as of Q4 2024 after selling out during the quarter.
Norris Financial Group sold 9,195 Bristol-Myers Squibb shares in Q4 2024, an estimated $476K.
Norris Financial Group first reported a position in Bristol-Myers Squibb in Q1 2024 and held it in 3 quarters.
Norris Financial Group's Bristol-Myers Squibb position peaked at $762K in Q2 2024.
2,493 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

Based on Norris Financial Group's 13F filing for Q4 2024, filed 20 May 2026.