RE Dickinson Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

RE Dickinson Investment 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	$25.6K	Buy	452 +102	+29%	+$5.7K	0.01%	119
2024 Q3	$18.1K	Hold	350	–	–	0.01%	138
2024 Q2	$14.5K	Hold	350	–	–	0.01%	146
2024 Q1	$19K	Hold	350	–	–	0.01%	127
2023 Q4	$18K	Sell	350 -75	-18%	-$3.94K	0.01%	135
2023 Q3	$25K	Buy	425 +75	+21%	+$4.59K	0.02%	112
2023 Q2	$22K	Hold	350	–	–	0.01%	209
2023 Q1	$24K	Hold	350	–	–	0.01%	206
2022 Q4	$25K	Hold	350	–	–	0.01%	190
2022 Q3	$25K	Hold	350	–	–	0.02%	98
2022 Q2	$27K	Hold	350	–	–	﹤0.01%	103
2022 Q1	$26K	Hold	350	–	–	0.02%	124
2021 Q4	$22K	Buy	+350	New	+$20.5K	0.02%	130

Other funds holding BMY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RE Dickinson Investment Advisors's BMY Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its Bristol-Myers Squibb (BMY) stake by 29% in Q4 2024, buying an estimated $5.7K and bringing the position to 452 shares worth $25.6K. The position accounts for 0.01% of the portfolio, ranked #119.

RE Dickinson Investment Advisors first reported a position in BMY in Q4 2021 and has held it in 13 quarters since. The position peaked at $27K in Q2 2022. 2,493 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

RE Dickinson Investment Advisors held 452 shares of Bristol-Myers Squibb worth $25.6K as of Q4 2024.
RE Dickinson Investment Advisors bought 102 Bristol-Myers Squibb shares in Q4 2024, an estimated $5.7K.
Bristol-Myers Squibb made up 0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #119 holding.
RE Dickinson Investment Advisors first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's Bristol-Myers Squibb position peaked at $27K in Q2 2022.
2,493 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.