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

Sanchez Wealth Management 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 Q2	–	Sell	-7,049	Closed	-$382K	–	40
2024 Q1	$382K	Hold	7,049	–	–	0.13%	32
2023 Q4	$362K	Buy	7,049 +129	+2%	+$6.77K	0.13%	29
2023 Q3	$402K	Buy	6,920 +26	+0.4%	+$1.59K	0.16%	26
2023 Q2	$441K	Hold	6,894	–	–	0.18%	25
2023 Q1	$478K	Hold	6,894	–	–	0.21%	23
2022 Q4	$496K	Hold	6,894	–	–	0.24%	22
2022 Q3	$490K	Hold	6,894	–	–	0.27%	21
2022 Q2	$531K	Hold	6,894	–	–	0.26%	24
2022 Q1	$503K	Hold	6,894	–	–	0.21%	24
2021 Q4	$430K	Hold	6,894	–	–	0.18%	24
2021 Q3	$408K	Sell	6,894 -11	-0.2%	-$724	0.18%	25
2021 Q2	$461K	Sell	6,905 -2,515	-27%	-$164K	0.21%	25
2021 Q1	$595K	Buy	9,420 +1,198	+15%	+$74.5K	0.3%	23
2020 Q4	$510K	Buy	8,222 +228	+3%	+$14K	0.27%	22
2020 Q3	$482K	Hold	7,994	–	–	0.28%	19
2020 Q2	$470K	Sell	7,994 -226	-3%	-$13.5K	0.31%	19
2020 Q1	$458K	Buy	8,220 +217	+3%	+$13.3K	0.42%	17
2019 Q4	$514K	Buy	+8,003	New	+$458K	0.37%	17

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 $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Norges Bank Oslo, Norway $1T AUM

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

Sanchez Wealth Management Group's BMY Position: Q2 2024 in Review

Sanchez Wealth Management Group sold out of Bristol-Myers Squibb (BMY) in Q2 2024, closing a stake of 7,049 shares — an estimated $382K sold.

Sanchez Wealth Management Group first reported a position in BMY in Q4 2019 and held it in 18 quarters. The position peaked at $595K in Q1 2021. 2,152 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

Sanchez Wealth Management Group reported no remaining Bristol-Myers Squibb position as of Q2 2024 after selling out during the quarter.
Sanchez Wealth Management Group sold 7,049 Bristol-Myers Squibb shares in Q2 2024, an estimated $382K.
Sanchez Wealth Management Group first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 18 quarters.
Sanchez Wealth Management Group's Bristol-Myers Squibb position peaked at $595K in Q1 2021.
2,152 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on Sanchez Wealth Management Group's 13F filing for Q2 2024, filed 17 Jul 2024.