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North Point Portfolio Managers’s Bristol-Myers Squibb BMY Stock Holding History

North Point Portfolio Managers’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
-5,287
Closed -$274K – 72
2024
Q3 		$274K Buy
+5,287
New +$248K 0.04% 75
2013
Q4 		– Sell
-7,255
Closed -$336K – 83
2013
Q3 		$336K Hold
7,255
– – 0.08% 56
2013
Q2 		$324K Buy
+7,255
New +$315K 0.08% 56

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

North Point Portfolio Managers's BMY Position: Q4 2024 in Review

North Point Portfolio Managers sold out of Bristol-Myers Squibb (BMY) in Q4 2024, closing a stake of 5,287 shares — an estimated $274K sold.

North Point Portfolio Managers first reported a position in BMY in Q2 2013 and held it in 3 quarters. The position peaked at $336K in Q3 2013. 2,493 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

  • North Point Portfolio Managers reported no remaining Bristol-Myers Squibb position as of Q4 2024 after selling out during the quarter.
  • North Point Portfolio Managers sold 5,287 Bristol-Myers Squibb shares in Q4 2024, an estimated $274K.
  • North Point Portfolio Managers first reported a position in Bristol-Myers Squibb in Q2 2013 and held it in 3 quarters.
  • North Point Portfolio Managers's Bristol-Myers Squibb position peaked at $336K in Q3 2013.
  • 2,493 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

Based on North Point Portfolio Managers's 13F filing for Q4 2024, filed 22 Jan 2025.