Verity & Verity’s Bristol-Myers Squibb BMY Stock Holding History

Verity & Verity’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	–	Sell	-4,365	Closed	-$226K	–	133
2024 Q3	$226K	Buy	+4,365	New	+$205K	0.02%	113

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Verity & Verity's BMY Position: Q4 2024 in Review

Verity & Verity sold out of Bristol-Myers Squibb (BMY) in Q4 2024, closing a stake of 4,365 shares — an estimated $226K sold.

Verity & Verity first reported a position in BMY in Q3 2024 and held it in 1 quarter. The position peaked at $226K in Q3 2024. 2,486 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

Verity & Verity reported no remaining Bristol-Myers Squibb position as of Q4 2024 after selling out during the quarter.
Verity & Verity sold 4,365 Bristol-Myers Squibb shares in Q4 2024, an estimated $226K.
Verity & Verity first reported a position in Bristol-Myers Squibb in Q3 2024 and held it in 1 quarter.
Verity & Verity's Bristol-Myers Squibb position peaked at $226K in Q3 2024.
2,486 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

Based on Verity & Verity's 13F filing for Q4 2024, filed 15 Jan 2025.