The Family Firm’s Bristol-Myers Squibb BMY Stock Holding History

The Family Firm’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	-2,139	Closed	-$88.8K	–	282
2024 Q2	$88.8K	Buy	+2,139	New	+$95.7K	0.02%	298

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

The Family Firm's BMY Position: Q3 2024 in Review

The Family Firm sold out of Bristol-Myers Squibb (BMY) in Q3 2024, closing a stake of 2,139 shares — an estimated $88.8K sold.

The Family Firm first reported a position in BMY in Q2 2024 and held it in 1 quarter. The position peaked at $88.8K in Q2 2024. 2,259 funds tracked by Wall St. Rank hold BMY as of Q3 2024.

The Family Firm reported no remaining Bristol-Myers Squibb position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 2,139 Bristol-Myers Squibb shares in Q3 2024, an estimated $88.8K.
The Family Firm first reported a position in Bristol-Myers Squibb in Q2 2024 and held it in 1 quarter.
The Family Firm's Bristol-Myers Squibb position peaked at $88.8K in Q2 2024.
2,259 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.