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Northwest Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Northwest Financial Advisors’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
-65
Closed -$3.36K – 161
2024
Q3 		$3.36K Buy
+65
New +$3.05K ﹤0.01% 471
2024
Q1 		– Sell
-523
Closed -$26.8K – 139
2023
Q4 		$26.8K Buy
+523
New +$27.5K 0.02% 274

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 $3.38T AUM 44.17% 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

Northwest Financial Advisors's BMY Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2024, closing a stake of 65 shares — an estimated $3.36K sold.

Northwest Financial Advisors first reported a position in BMY in Q4 2023 and held it in 2 quarters. The position peaked at $26.8K in Q4 2023. 2,494 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 65 Bristol-Myers Squibb shares in Q4 2024, an estimated $3.36K.
  • Northwest Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Bristol-Myers Squibb position peaked at $26.8K in Q4 2023.
  • 2,494 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.