VitalStone Financial’s Bristol-Myers Squibb BMY Stock Holding History

VitalStone Financial’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	$5.07K	Hold	98	–	–	﹤0.01%	308
2024 Q2	$4.07K	Hold	98	–	–	﹤0.01%	323
2024 Q1	$5K	Hold	98	–	–	﹤0.01%	329
2023 Q4	$5K	Sell	98 -409	-81%	-$21.5K	﹤0.01%	329
2023 Q3	$26K	Hold	507	–	–	0.02%	177
2023 Q2	$35K	Sell	507 -17,556	-97%	-$1.18M	0.02%	410
2023 Q1	$1.13M	Buy	18,063 +17,556	+3,463%	+$1.24M	0.93%	23
2022 Q4	$36K	Buy	+507	New	+$38.2K	0.02%	202

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

VitalStone Financial's BMY Position: Q3 2024 in Review

VitalStone Financial held its Bristol-Myers Squibb (BMY) position steady in Q3 2024 at 98 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

VitalStone Financial first reported a position in BMY in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.13M in Q1 2023. 2,259 funds tracked by Wall St. Rank hold BMY as of Q3 2024.

VitalStone Financial held 98 shares of Bristol-Myers Squibb worth $5.07K as of Q3 2024.
VitalStone Financial left its Bristol-Myers Squibb share count unchanged in Q3 2024.
Bristol-Myers Squibb made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #308 holding.
VitalStone Financial first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's Bristol-Myers Squibb position peaked at $1.13M in Q1 2023.
2,259 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.