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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
Q4 		– Sell
-15,000
Closed -$776K – 146
2024
Q3 		$776K Hold
15,000
– – 0.42% 80
2024
Q2 		$623K Buy
+15,000
New +$671K 0.35% 84

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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. 2,148 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.
  • 2,148 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.