Palisades Hudson Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Palisades Hudson Asset Management’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
2023 Q4	–	Sell	-3,638	Closed	-$211K	–	95
2023 Q3	$211K	Sell	3,638 -24	-0.7%	-$1.47K	0.12%	89
2023 Q2	$235K	Hold	3,662	–	–	0.12%	89
2023 Q1	$254K	Sell	3,662 -44	-1%	-$3.1K	0.14%	82
2022 Q4	$267K	Buy	3,706 +11	+0.3%	+$829	0.15%	84
2022 Q3	$263K	Sell	3,695 -165	-4%	-$12K	0.16%	76
2022 Q2	$297K	Buy	3,860 +198	+5%	+$15.1K	0.17%	71
2022 Q1	$268K	Sell	3,662 -702	-16%	-$47.1K	0.13%	95
2021 Q4	$272K	Hold	4,364	–	–	0.12%	97
2021 Q3	$258K	Hold	4,364	–	–	0.12%	93
2021 Q2	$292K	Hold	4,364	–	–	0.13%	88
2021 Q1	$275K	Hold	4,364	–	–	0.13%	91
2020 Q4	$271K	Hold	4,364	–	–	0.14%	82
2020 Q3	$263K	Hold	4,364	–	–	0.17%	77
2020 Q2	$257K	Hold	4,364	–	–	0.18%	74
2020 Q1	$243K	Sell	4,364 -323	-7%	-$19.7K	0.21%	71
2019 Q4	$301K	Buy	4,687 +323	+7%	+$18.5K	0.19%	75
2019 Q3	$221K	Buy	+4,364	New	+$205K	0.15%	89
2019 Q2	–	Sell	-4,364	Closed	-$208K	–	99
2019 Q1	$208K	Sell	4,364 -700	-14%	-$34.9K	0.13%	96
2018 Q4	$263K	Hold	5,064	–	–	0.15%	88
2018 Q3	$314K	Sell	5,064 -84	-2%	-$4.99K	0.16%	83
2018 Q2	$285K	Hold	5,148	–	–	0.15%	89
2018 Q1	$326K	Hold	5,148	–	–	0.18%	79
2017 Q4	$315K	Sell	5,148 -176	-3%	-$11K	0.17%	79
2017 Q3	$339K	Hold	5,324	–	–	0.19%	71
2017 Q2	$297K	Buy	5,324 +176	+3%	+$9.58K	0.17%	82
2017 Q1	$280K	Hold	5,148	–	–	0.18%	78
2016 Q4	$301K	Hold	5,148	–	–	0.18%	64
2016 Q3	$278K	Hold	5,148	–	–	0.21%	68
2016 Q2	$379K	Sell	5,148 -579	-10%	-$40.9K	0.31%	43
2016 Q1	$366K	Hold	5,727	–	–	0.29%	49
2015 Q4	$394K	Hold	5,727	–	–	0.33%	41
2015 Q3	$339K	Hold	5,727	–	–	0.3%	46
2015 Q2	$381K	Sell	5,727 -1,701	-23%	-$112K	0.33%	42
2015 Q1	$479K	Hold	7,428	–	–	0.37%	33
2014 Q4	$438K	Hold	7,428	–	–	0.34%	35
2014 Q3	$380K	Buy	7,428 +2,000	+37%	+$99.9K	0.31%	43
2014 Q2	$263K	Hold	5,428	–	–	0.22%	58
2014 Q1	$282K	Hold	5,428	–	–	0.24%	49
2013 Q4	$288K	Hold	5,428	–	–	0.24%	50
2013 Q3	$251K	Hold	5,428	–	–	0.23%	49
2013 Q2	$243K	Buy	+5,428	New	+$236K	0.23%	50

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Palisades Hudson Asset Management's BMY Position: Q4 2023 in Review

Palisades Hudson Asset Management sold out of Bristol-Myers Squibb (BMY) in Q4 2023, closing a stake of 3,638 shares — an estimated $211K sold.

Palisades Hudson Asset Management first reported a position in BMY in Q2 2013 and held it in 41 quarters. The position peaked at $479K in Q1 2015. 2,363 funds tracked by Wall St. Rank hold BMY as of Q4 2023.

Palisades Hudson Asset Management reported no remaining Bristol-Myers Squibb position as of Q4 2023 after selling out during the quarter.
Palisades Hudson Asset Management sold 3,638 Bristol-Myers Squibb shares in Q4 2023, an estimated $211K.
Palisades Hudson Asset Management first reported a position in Bristol-Myers Squibb in Q2 2013 and held it in 41 quarters.
Palisades Hudson Asset Management's Bristol-Myers Squibb position peaked at $479K in Q1 2015.
2,363 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2023.

Based on Palisades Hudson Asset Management's 13F filing for Q4 2023, filed 12 Feb 2024.