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

Sugarloaf 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 		$155K Buy
2,737
+80
+3% +$4.47K 0.03% 196
2024
Q3 		$137K Hold
2,657
– – 0.03% 206
2024
Q2 		$110K Sell
2,657
-14
-0.5% -$626 0.02% 221
2024
Q1 		$145K Sell
2,671
-584
-18% -$29.8K 0.03% 193
2023
Q4 		$167K Sell
3,255
-115
-3% -$6.04K 0.04% 167
2023
Q3 		$196K Hold
3,370
– – 0.05% 130
2023
Q2 		$216K Sell
3,370
-388
-10% -$26K 0.05% 126
2023
Q1 		$260K Sell
3,758
-771
-17% -$54.4K 0.06% 110
2022
Q4 		$326K Sell
4,529
-894
-16% -$67.4K 0.08% 97
2022
Q3 		$386K Buy
5,423
+354
+7% +$25.7K 0.1% 87
2022
Q2 		$390K Sell
5,069
-324
-6% -$24.7K 0.1% 84
2022
Q1 		$394K Sell
5,393
-1,262
-19% -$84.7K 0.09% 81
2021
Q4 		$415K Buy
6,655
+683
+11% +$40.1K 0.1% 82
2021
Q3 		$353K Sell
5,972
-2,574
-30% -$170K 0.09% 85
2021
Q2 		$571K Sell
8,546
-2,892
-25% -$189K 0.16% 59
2021
Q1 		$722 Sell
11,438
-3,265
-22% -$203K 0.22% 54
2020
Q4 		$912K Sell
14,703
-43
-0.3% -$2.64K 0.31% 46
2020
Q3 		$889K Buy
14,746
+74
+0.5% +$4.45K 0.32% 46
2020
Q2 		$863K Buy
14,672
+343
+2% +$20.5K 0.33% 48
2020
Q1 		$799K Buy
14,329
+91
+0.6% +$5.56K 0.36% 44
2019
Q4 		$914K Buy
+14,238
New +$815K 0.39% 46

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

Sugarloaf Wealth Management's BMY Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 3% in Q4 2024, buying an estimated $4.47K and bringing the position to 2,737 shares worth $155K. The position accounts for 0.03% of the portfolio, ranked #196.

Sugarloaf Wealth Management first reported a position in BMY in Q4 2019 and has held it in 21 quarters since. The position peaked at $914K in Q4 2019. 2,486 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

  • Sugarloaf Wealth Management held 2,737 shares of Bristol-Myers Squibb worth $155K as of Q4 2024.
  • Sugarloaf Wealth Management bought 80 Bristol-Myers Squibb shares in Q4 2024, an estimated $4.47K.
  • Bristol-Myers Squibb made up 0.03% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #196 holding.
  • Sugarloaf Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Bristol-Myers Squibb position peaked at $914K in Q4 2019.
  • 2,486 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.