Seneca Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Seneca Financial 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 Q2	–	Sell	-4,687	Closed	-$254K	–	60
2024 Q1	$254K	Hold	4,687	–	–	0.14%	51
2023 Q4	$240K	Buy	+4,687	New	+$246K	0.14%	49
2023 Q2	–	Sell	-5,387	Closed	-$373K	–	54
2023 Q1	$373K	Buy	+5,387	New	+$380K	0.24%	40

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

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

Seneca Financial Advisors's BMY Position: Q2 2024 in Review

Seneca Financial Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2024, closing a stake of 4,687 shares — an estimated $254K sold.

Seneca Financial Advisors first reported a position in BMY in Q1 2023 and held it in 3 quarters. The position peaked at $373K in Q1 2023. 2,154 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

Seneca Financial Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2024 after selling out during the quarter.
Seneca Financial Advisors sold 4,687 Bristol-Myers Squibb shares in Q2 2024, an estimated $254K.
Seneca Financial Advisors first reported a position in Bristol-Myers Squibb in Q1 2023 and held it in 3 quarters.
Seneca Financial Advisors's Bristol-Myers Squibb position peaked at $373K in Q1 2023.
2,154 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on Seneca Financial Advisors's 13F filing for Q2 2024, filed 27 Aug 2025.