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Truepoint Inc’s Bristol-Myers Squibb BMY Stock Holding History

Truepoint Inc’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
Q1 		– Sell
-3,927
Closed -$202K – 135
2023
Q4 		$202K Buy
+3,927
New +$206K 0.01% 233
2022
Q2 		– Sell
-3,428
Closed -$250K – 161
2022
Q1 		$250K Sell
3,428
-400
-10% -$26.9K 0.01% 124
2021
Q4 		$239K Buy
3,828
+29
+0.8% +$1.7K 0.01% 124
2021
Q3 		$225K Buy
3,799
+106
+3% +$6.98K 0.01% 121
2021
Q2 		$247K Buy
+3,693
New +$241K 0.01% 112

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Truepoint Inc's BMY Position: Q1 2024 in Review

Truepoint Inc sold out of Bristol-Myers Squibb (BMY) in Q1 2024, closing a stake of 3,927 shares — an estimated $202K sold.

Truepoint Inc first reported a position in BMY in Q2 2021 and held it in 5 quarters. The position peaked at $250K in Q1 2022. 2,339 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

  • Truepoint Inc reported no remaining Bristol-Myers Squibb position as of Q1 2024 after selling out during the quarter.
  • Truepoint Inc sold 3,927 Bristol-Myers Squibb shares in Q1 2024, an estimated $202K.
  • Truepoint Inc first reported a position in Bristol-Myers Squibb in Q2 2021 and held it in 5 quarters.
  • Truepoint Inc's Bristol-Myers Squibb position peaked at $250K in Q1 2022.
  • 2,339 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.