Retirement Group’s Bristol-Myers Squibb BMY Stock Holding History

Retirement 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 Q1	$12.4K	Hold	229	–	–	﹤0.01%	427
2023 Q4	$11.8K	Buy	229 +37	+19%	+$1.94K	﹤0.01%	416
2023 Q3	$11.1K	Sell	192 -34	-15%	-$2.08K	﹤0.01%	397
2023 Q2	$14.5K	Hold	226	–	–	0.01%	368
2023 Q1	$16K	Buy	226 +150	+197%	+$10.6K	0.01%	334
2022 Q4	$5K	Buy	76 +42	+124%	+$3.17K	﹤0.01%	430
2022 Q3	$2K	Sell	34 -111	-77%	-$8.05K	﹤0.01%	386
2022 Q2	$11K	Hold	145	–	–	﹤0.01%	423
2022 Q1	$11K	Hold	145	–	–	﹤0.01%	440
2021 Q4	$9K	Hold	145	–	–	﹤0.01%	453
2021 Q3	$9K	Hold	145	–	–	﹤0.01%	384
2021 Q2	$10K	Sell	145 -58	-29%	-$3.78K	﹤0.01%	407
2021 Q1	$13K	Sell	203 -236	-54%	-$14.7K	0.01%	443
2020 Q4	$27K	Sell	439 -5	-1%	-$307	0.01%	328
2020 Q3	$27K	Buy	444 +181	+69%	+$10.9K	0.02%	297
2020 Q2	$15K	Buy	+263	New	+$15.7K	0.01%	342
2019 Q4	$17K	Buy	+260	New	+$14.9K	0.01%	341

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Norges Bank Oslo, Norway $935B AUM

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

Retirement Group's BMY Position: Q1 2024 in Review

Retirement Group held its Bristol-Myers Squibb (BMY) position steady in Q1 2024 at 229 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Retirement Group first reported a position in BMY in Q4 2019 and has held it in 17 quarters since. The position peaked at $27K in Q4 2020. 2,331 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

Retirement Group held 229 shares of Bristol-Myers Squibb worth $12.4K as of Q1 2024.
Retirement Group left its Bristol-Myers Squibb share count unchanged in Q1 2024.
Bristol-Myers Squibb made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #427 holding.
Retirement Group first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 17 quarters since.
Retirement Group's Bristol-Myers Squibb position peaked at $27K in Q4 2020.
2,331 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.