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

Reston 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
2024
Q4 		– Sell
-492
Closed -$25.5K – 106
2024
Q3 		$25.5K Buy
+492
New +$23.1K 0.01% 179

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Reston Wealth Management's BMY Position: Q4 2024 in Review

Reston Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q4 2024, closing a stake of 492 shares — an estimated $25.5K sold.

Reston Wealth Management first reported a position in BMY in Q3 2024 and held it in 1 quarter. The position peaked at $25.5K in Q3 2024. 2,487 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

  • Reston Wealth Management reported no remaining Bristol-Myers Squibb position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 492 Bristol-Myers Squibb shares in Q4 2024, an estimated $25.5K.
  • Reston Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Bristol-Myers Squibb position peaked at $25.5K in Q3 2024.
  • 2,487 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.