Retirement Guys Formula’s Bristol-Myers Squibb BMY Stock Holding History

Retirement Guys Formula’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	–	Sell	-17,585	Closed	-$902K	–	128
2023 Q4	$902K	Buy	17,585 +3,131	+22%	+$164K	0.48%	64
2023 Q3	$839K	Buy	+14,454	New	+$886K	0.58%	48

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Retirement Guys Formula's BMY Position: Q1 2024 in Review

Retirement Guys Formula sold out of Bristol-Myers Squibb (BMY) in Q1 2024, closing a stake of 17,585 shares — an estimated $902K sold.

Retirement Guys Formula first reported a position in BMY in Q3 2023 and held it in 2 quarters. The position peaked at $902K in Q4 2023. 2,339 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

Retirement Guys Formula reported no remaining Bristol-Myers Squibb position as of Q1 2024 after selling out during the quarter.
Retirement Guys Formula sold 17,585 Bristol-Myers Squibb shares in Q1 2024, an estimated $902K.
Retirement Guys Formula first reported a position in Bristol-Myers Squibb in Q3 2023 and held it in 2 quarters.
Retirement Guys Formula's Bristol-Myers Squibb position peaked at $902K in Q4 2023.
2,339 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on Retirement Guys Formula's 13F filing for Q1 2024, filed 19 Apr 2024.