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

Peterson 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 Q3	$18K	Buy	+348	New	+$16.3K	0.07%	161
2023 Q1	–	Sell	-11,047	Closed	-$795K	–	27
2022 Q4	$795K	Sell	11,047 -5,804	-34%	-$438K	1.05%	44
2022 Q3	$1.2M	Buy	16,851 +336	+2%	+$24.4K	1.16%	38
2022 Q2	$1.27M	Buy	16,515 +876	+6%	+$66.7K	1.2%	39
2022 Q1	$1.14M	Buy	15,639 +827	+6%	+$55.5K	0.95%	42
2021 Q4	$924K	Buy	+14,812	New	+$869K	0.75%	53

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Peterson Financial Group's BMY Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Bristol-Myers Squibb (BMY) in Q3 2024: 348 shares worth $18K. The stake represents 0.07% of the portfolio and ranks #161 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in BMY as recently as Q4 2022.

Peterson Financial Group first reported a position in BMY in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.27M in Q2 2022. 2,259 funds tracked by Wall St. Rank hold BMY as of Q3 2024.

Peterson Financial Group held 348 shares of Bristol-Myers Squibb worth $18K as of Q3 2024.
Bristol-Myers Squibb was a new Peterson Financial Group position in Q3 2024.
Bristol-Myers Squibb made up 0.07% of Peterson Financial Group's portfolio in Q3 2024, its #161 holding.
Peterson Financial Group first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 6 quarters since.
Peterson Financial Group's Bristol-Myers Squibb position peaked at $1.27M in Q2 2022.
2,259 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.