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Advisor Resource Council’s Bristol-Myers Squibb BMY Stock Holding History

Advisor Resource Council’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
2025
Q2 		– Sell
-4,096
Closed -$245K – 233
2025
Q1 		$245K Buy
+4,096
New +$239K 0.02% 509
2024
Q1 		– Sell
-12,195
Closed -$626K – 266
2023
Q4 		$626K Buy
+12,195
New +$640K 0.07% 243
2022
Q3 		– Sell
-16,457
Closed -$1.27M – 193
2022
Q2 		$1.27M Buy
+16,457
New +$1.25M 0.12% 172
2022
Q1 		– Sell
-5,389
Closed -$336K – 253
2021
Q4 		$336K Buy
+5,389
New +$316K 0.03% 407
2021
Q3 		– Sell
-3,985
Closed -$266K – 250
2021
Q2 		$266K Buy
+3,985
New +$260K 0.03% 412

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return