StrategIQ Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

StrategIQ Financial Group’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
2023 Q4	–	Sell	-4,064	Closed	-$236K	–	320
2023 Q3	$236K	Sell	4,064 -15	-0.4%	-$919	0.03%	277
2023 Q2	$261K	Hold	4,079	–	–	0.03%	270
2023 Q1	$283K	Buy	4,079 +29	+0.7%	+$2.04K	0.03%	244
2022 Q4	$291K	Hold	4,050	–	–	0.03%	233
2022 Q3	$288K	Buy	4,050 +100	+3%	+$7.25K	0.04%	231
2022 Q2	$304K	Hold	3,950	–	–	0.04%	229
2022 Q1	$288K	Sell	3,950 -392	-9%	-$26.3K	0.03%	257
2021 Q4	$271K	Buy	+4,342	New	+$255K	0.03%	255

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

StrategIQ Financial Group's BMY Position: Q4 2023 in Review

StrategIQ Financial Group sold out of Bristol-Myers Squibb (BMY) in Q4 2023, closing a stake of 4,064 shares — an estimated $236K sold.

StrategIQ Financial Group first reported a position in BMY in Q4 2021 and held it in 8 quarters. The position peaked at $304K in Q2 2022. 2,363 funds tracked by Wall St. Rank hold BMY as of Q4 2023.

StrategIQ Financial Group reported no remaining Bristol-Myers Squibb position as of Q4 2023 after selling out during the quarter.
StrategIQ Financial Group sold 4,064 Bristol-Myers Squibb shares in Q4 2023, an estimated $236K.
StrategIQ Financial Group first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 8 quarters.
StrategIQ Financial Group's Bristol-Myers Squibb position peaked at $304K in Q2 2022.
2,363 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.