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Steward Partners Investment Solutions’s Bristol-Myers Squibb BMY Stock Holding History

Steward Partners Investment Solutions’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 		$548K Buy
10,101
+3,885
+63% +$198K 0.09% 143
2023
Q4 		$319K Buy
+6,216
New +$326K 0.13% 112

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Partners Investment Solutions's BMY Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Bristol-Myers Squibb (BMY) stake by 63% in Q1 2024, buying an estimated $198K and bringing the position to 10,101 shares worth $548K. The position accounts for 0.09% of the portfolio, ranked #143.

Steward Partners Investment Solutions first reported a position in BMY in Q4 2023 and has held it in 2 quarters since. 2,332 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

  • Steward Partners Investment Solutions held 10,101 shares of Bristol-Myers Squibb worth $548K as of Q1 2024.
  • Steward Partners Investment Solutions bought 3,885 Bristol-Myers Squibb shares in Q1 2024, an estimated $198K.
  • Bristol-Myers Squibb made up 0.09% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #143 holding.
  • Steward Partners Investment Solutions first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 2 quarters since.
  • 2,332 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.