Stonehearth Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Stonehearth Capital 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	-8,808	Closed	-$478K	–	82
2024 Q1	$478K	Buy	8,808 +797	+10%	+$40.6K	0.22%	37
2023 Q4	$411K	Buy	8,011 +2,508	+46%	+$132K	0.2%	40
2023 Q3	$319K	Buy	5,503 +125	+2%	+$7.66K	0.17%	43
2023 Q2	$344K	Buy	5,378 +298	+6%	+$20K	0.18%	45
2023 Q1	$352K	Buy	5,080 +37	+0.7%	+$2.61K	0.19%	44
2022 Q4	$363K	Buy	5,043 +2,176	+76%	+$164K	0.2%	44
2022 Q3	$204K	Buy	2,867 +97	+4%	+$7.04K	0.12%	59
2022 Q2	$209K	Hold	2,770	–	–	0.12%	65
2022 Q1	$202K	Buy	+2,770	New	+$186K	0.1%	71

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

Stonehearth Capital Management's BMY Position: Q2 2024 in Review

Stonehearth Capital Management sold out of Bristol-Myers Squibb (BMY) in Q2 2024, closing a stake of 8,808 shares — an estimated $478K sold.

Stonehearth Capital Management first reported a position in BMY in Q1 2022 and held it in 9 quarters. The position peaked at $478K in Q1 2024. 2,152 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

Stonehearth Capital Management reported no remaining Bristol-Myers Squibb position as of Q2 2024 after selling out during the quarter.
Stonehearth Capital Management sold 8,808 Bristol-Myers Squibb shares in Q2 2024, an estimated $478K.
Stonehearth Capital Management first reported a position in Bristol-Myers Squibb in Q1 2022 and held it in 9 quarters.
Stonehearth Capital Management's Bristol-Myers Squibb position peaked at $478K in Q1 2024.
2,152 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on Stonehearth Capital Management's 13F filing for Q2 2024, filed 5 Jul 2024.