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

Shelton 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 Q2	–	Sell	-24,928	Closed	-$1.12M	–	138
2024 Q1	$1.35M	Hold	24,928	–	–	0.85%	31
2023 Q4	$1.28M	Sell	24,928 -24	-0.1%	-$1.26K	0.91%	28
2023 Q3	$1.45M	Hold	24,952	–	–	1.16%	18
2023 Q2	$1.6M	Buy	24,952 +7	+0%	+$469	1.24%	18
2023 Q1	$1.73M	Hold	24,945	–	–	1.4%	18
2022 Q4	$1.79M	Buy	24,945 +17	+0.1%	+$1.28K	1.42%	17
2022 Q3	$1.77M	Hold	24,928	–	–	1.58%	18
2022 Q2	$1.92M	Hold	24,928	–	–	1.63%	18
2022 Q1	$1.82M	Hold	24,928	–	–	1.44%	16
2021 Q4	$1.55M	Buy	+24,928	New	+$1.46M	1.22%	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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Shelton Wealth Management's BMY Position: Q2 2024 in Review

Shelton Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q2 2024, closing a stake of 24,928 shares — an estimated $1.12M sold.

Shelton Wealth Management first reported a position in BMY in Q4 2021 and held it in 10 quarters. The position peaked at $1.92M in Q2 2022. 2,152 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

Shelton Wealth Management reported no remaining Bristol-Myers Squibb position as of Q2 2024 after selling out during the quarter.
Shelton Wealth Management sold 24,928 Bristol-Myers Squibb shares in Q2 2024, an estimated $1.12M.
Shelton Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 10 quarters.
Shelton Wealth Management's Bristol-Myers Squibb position peaked at $1.92M in Q2 2022.
2,152 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on Shelton Wealth Management's 13F filing for Q2 2024, filed 23 Jul 2024.