PWM
BMY icon

Paulson Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Paulson Wealth 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
-3,546
Closed -$206K – 137
2023
Q3 		$206K Buy
+3,546
New +$217K 0.07% 125

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Paulson Wealth Management's BMY Position: Q4 2023 in Review

Paulson Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q4 2023, closing a stake of 3,546 shares — an estimated $206K sold.

Paulson Wealth Management first reported a position in BMY in Q3 2023 and held it in 1 quarter. The position peaked at $206K in Q3 2023. 2,363 funds tracked by Wall St. Rank hold BMY as of Q4 2023.

  • Paulson Wealth Management reported no remaining Bristol-Myers Squibb position as of Q4 2023 after selling out during the quarter.
  • Paulson Wealth Management sold 3,546 Bristol-Myers Squibb shares in Q4 2023, an estimated $206K.
  • Paulson Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2023 and held it in 1 quarter.
  • Paulson Wealth Management's Bristol-Myers Squibb position peaked at $206K in Q3 2023.
  • 2,363 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2023.

Based on Paulson Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.