SYSTM Wealth Solutions’s Bristol-Myers Squibb BMY Stock Holding History

SYSTM Wealth 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 Q3	–	Sell	-4,756	Closed	-$198K	–	161
2024 Q2	$198K	Sell	4,756 -61,433	-93%	-$2.75M	0.04%	187
2024 Q1	$3.59M	Sell	66,189 -7,851	-11%	-$400K	0.45%	58
2023 Q4	$3.8M	Sell	74,040 -334	-0.4%	-$17.5K	0.53%	47
2023 Q3	$4.32M	Buy	74,374 +1,420	+2%	+$87K	0.66%	34
2023 Q2	$4.67M	Sell	72,954 -24	-0%	-$1.61K	0.63%	33
2023 Q1	$5.06M	Buy	72,978 +16,536	+29%	+$1.17M	0.78%	25
2022 Q4	$4.06M	Buy	+56,442	New	+$4.26M	0.5%	48

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Norges Bank Oslo, Norway $935B AUM

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

SYSTM Wealth Solutions's BMY Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Bristol-Myers Squibb (BMY) in Q3 2024, closing a stake of 4,756 shares — an estimated $198K sold.

SYSTM Wealth Solutions first reported a position in BMY in Q4 2022 and held it in 7 quarters. The position peaked at $5.06M in Q1 2023. 2,258 funds tracked by Wall St. Rank hold BMY as of Q3 2024.

SYSTM Wealth Solutions reported no remaining Bristol-Myers Squibb position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 4,756 Bristol-Myers Squibb shares in Q3 2024, an estimated $198K.
SYSTM Wealth Solutions first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 7 quarters.
SYSTM Wealth Solutions's Bristol-Myers Squibb position peaked at $5.06M in Q1 2023.
2,258 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.