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

Zega 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	$434K	Buy	+8,382	New	+$393K	0.07%	75

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

Zega Financial's BMY Position: Q3 2024 in Review

Zega Financial opened a new position in Bristol-Myers Squibb (BMY) in Q3 2024: 8,382 shares worth $434K. The stake represents 0.07% of the portfolio and ranks #75 among its holdings.

2,259 funds tracked by Wall St. Rank hold BMY as of Q3 2024.

Zega Financial held 8,382 shares of Bristol-Myers Squibb worth $434K as of Q3 2024.
Bristol-Myers Squibb was a new Zega Financial position in Q3 2024.
Bristol-Myers Squibb made up 0.07% of Zega Financial's portfolio in Q3 2024, its #75 holding.
2,259 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.