WR Wealth Planners’s Bristol-Myers Squibb BMY Stock Holding History

WR Wealth Planners’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	$190K	Sell	3,364 -282	-8%	-$15.8K	0.06%	158
2024 Q3	$189K	Buy	3,646 +63	+2%	+$2.96K	0.05%	194
2024 Q2	$149K	Sell	3,583 -260	-7%	-$11.6K	0.05%	208
2024 Q1	$208K	Sell	3,843 -1,212	-24%	-$61.7K	0.06%	164
2023 Q4	$259K	Buy	5,055 +648	+15%	+$34K	0.1%	152
2023 Q3	$256K	Buy	4,407 +4	+0.1%	+$245	0.1%	146
2023 Q2	$282K	Buy	4,403 +692	+19%	+$46.4K	0.11%	138
2023 Q1	$257K	Buy	3,711 +2,064	+125%	+$146K	0.11%	134
2022 Q4	$119K	Buy	1,647 +11	+0.7%	+$829	0.07%	129
2022 Q3	$116K	Buy	1,636 +12	+0.7%	+$870	0.08%	119
2022 Q2	$125K	Buy	1,624 +12	+0.7%	+$914	0.08%	115
2022 Q1	$118K	Buy	+1,612	New	+$108K	0.07%	128

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

WR Wealth Planners's BMY Position: Q4 2024 in Review

WR Wealth Planners reduced its Bristol-Myers Squibb (BMY) stake by 7.7% in Q4 2024, selling an estimated $15.8K and leaving 3,364 shares worth $190K. The position accounts for 0.06% of the portfolio, ranked #158.

WR Wealth Planners first reported a position in BMY in Q1 2022 and has held it in 12 quarters since. The position peaked at $282K in Q2 2023. 2,487 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

WR Wealth Planners held 3,364 shares of Bristol-Myers Squibb worth $190K as of Q4 2024.
WR Wealth Planners sold 282 Bristol-Myers Squibb shares in Q4 2024, an estimated $15.8K.
Bristol-Myers Squibb made up 0.06% of WR Wealth Planners's portfolio in Q4 2024, its #158 holding.
WR Wealth Planners first reported a position in Bristol-Myers Squibb in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Bristol-Myers Squibb position peaked at $282K in Q2 2023.
2,487 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.