WPWM
BMY icon

Western Pacific Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Western Pacific Wealth Management’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
-330
Closed -$16.9K – 308
2023
Q4 		$16.9K Sell
330
-568
-63% -$29.8K 0.01% 182
2023
Q3 		$52.1K Hold
898
– – 0.04% 129
2023
Q2 		$57.4K Sell
898
-56
-6% -$3.75K 0.04% 133
2023
Q1 		$66.1K Buy
954
+127
+15% +$8.96K 0.05% 113
2022
Q4 		$59.5K Buy
827
+279
+51% +$21K 0.05% 116
2022
Q3 		$38K Buy
548
+492
+879% +$35.7K 0.04% 122
2022
Q2 		$4K Hold
56
– – ﹤0.01% 156
2022
Q1 		$4K Hold
56
– – ﹤0.01% 180
2021
Q4 		$3K Buy
+56
New +$3.29K ﹤0.01% 190

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 $3.38T AUM 44.17% 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

Western Pacific Wealth Management's BMY Position: Q1 2024 in Review

Western Pacific Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q1 2024, closing a stake of 330 shares — an estimated $16.9K sold.

Western Pacific Wealth Management first reported a position in BMY in Q4 2021 and held it in 9 quarters. The position peaked at $66.1K in Q1 2023. 2,339 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

  • Western Pacific Wealth Management reported no remaining Bristol-Myers Squibb position as of Q1 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 330 Bristol-Myers Squibb shares in Q1 2024, an estimated $16.9K.
  • Western Pacific Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 9 quarters.
  • Western Pacific Wealth Management's Bristol-Myers Squibb position peaked at $66.1K in Q1 2023.
  • 2,339 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on Western Pacific Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.