Wahed Invest’s Bristol-Myers Squibb BMY Stock Holding History

Wahed Invest’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 Q2	–	Sell	-39,794	Closed	-$2.16M	–	236
2024 Q1	$2.16M	Buy	39,794 +5,421	+16%	+$276K	0.49%	39
2023 Q4	$1.76M	Buy	34,373 +1,227	+4%	+$64.4K	0.49%	38
2023 Q3	$1.92M	Buy	33,146 +3,242	+11%	+$199K	0.63%	29
2023 Q2	$1.91M	Buy	29,904 +2,680	+10%	+$180K	0.67%	26
2023 Q1	$1.89M	Sell	27,224 -193	-0.7%	-$13.6K	0.82%	24
2022 Q4	$1.97M	Buy	27,417 +2,984	+12%	+$225K	1.02%	18
2022 Q3	$1.74M	Buy	24,433 +1,755	+8%	+$127K	1.06%	17
2022 Q2	$1.75M	Sell	22,678 -3,004	-12%	-$229K	1.08%	17
2022 Q1	$1.88M	Sell	25,682 -1,365	-5%	-$91.7K	1.1%	21
2021 Q4	$1.69M	Buy	+27,047	New	+$1.59M	0.94%	21

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wahed Invest's BMY Position: Q2 2024 in Review

Wahed Invest sold out of Bristol-Myers Squibb (BMY) in Q2 2024, closing a stake of 39,794 shares — an estimated $2.16M sold.

Wahed Invest first reported a position in BMY in Q4 2021 and held it in 10 quarters. The position peaked at $2.16M in Q1 2024. 2,153 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

Wahed Invest reported no remaining Bristol-Myers Squibb position as of Q2 2024 after selling out during the quarter.
Wahed Invest sold 39,794 Bristol-Myers Squibb shares in Q2 2024, an estimated $2.16M.
Wahed Invest first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 10 quarters.
Wahed Invest's Bristol-Myers Squibb position peaked at $2.16M in Q1 2024.
2,153 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on Wahed Invest's 13F filing for Q2 2024, filed 14 Aug 2024.