WPWealth’s Bristol-Myers Squibb BMY Stock Holding History

WPWealth’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	-4,923	Closed	-$255K	–	91
2024 Q3	$255K	Sell	4,923 -778	-14%	-$36.5K	0.05%	77
2024 Q2	$237K	Sell	5,701 -222	-4%	-$9.93K	0.06%	65
2024 Q1	$321K	Buy	5,923 +83	+1%	+$4.23K	0.08%	52
2023 Q4	$300K	Buy	5,840 +14	+0.2%	+$735	0.09%	50
2023 Q3	$338K	Sell	5,826 -26	-0.4%	-$1.59K	0.13%	44
2023 Q2	$374K	Buy	5,852 +1,211	+26%	+$81.2K	0.16%	39
2023 Q1	$322K	Buy	4,641 +34	+0.7%	+$2.4K	0.15%	36
2022 Q4	$331K	Buy	+4,607	New	+$347K	0.17%	27

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

WPWealth's BMY Position: Q4 2024 in Review

WPWealth sold out of Bristol-Myers Squibb (BMY) in Q4 2024, closing a stake of 4,923 shares — an estimated $255K sold.

WPWealth first reported a position in BMY in Q4 2022 and held it in 8 quarters. The position peaked at $374K in Q2 2023. 2,493 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

WPWealth reported no remaining Bristol-Myers Squibb position as of Q4 2024 after selling out during the quarter.
WPWealth sold 4,923 Bristol-Myers Squibb shares in Q4 2024, an estimated $255K.
WPWealth first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 8 quarters.
WPWealth's Bristol-Myers Squibb position peaked at $374K in Q2 2023.
2,493 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

Based on WPWealth's 13F filing for Q4 2024, filed 13 Feb 2025.