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AAS
Ameritas Advisory Services’s
Bristol-Myers Squibb
BMY
Stock Holding History
Ameritas Advisory Services’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
2026
Q1
$589K
Buy
9,718
+943
+11%
+$55K
0.02%
529
2025
Q4
$473K
Buy
8,775
+607
+7%
+$29.2K
0.02%
585
2025
Q3
$368K
Buy
8,168
+11
+0.1%
+$514
0.02%
475
2025
Q2
$378K
Sell
8,157
-5,891
-42%
-$289K
0.02%
573
2025
Q1
$824K
Sell
14,048
-1,759
-11%
-$103K
0.03%
453
2024
Q4
$894K
Buy
15,807
+1,357
+9%
+$75.8K
0.03%
447
2024
Q3
$748K
Sell
14,450
-785
-5%
-$36.8K
0.03%
447
2024
Q2
$633K
Sell
15,235
-2,029
-12%
-$90.8K
0.02%
519
2024
Q1
$842K
Buy
17,264
+9,334
+118%
+$475K
0.03%
420
2023
Q4
$399K
Sell
7,930
-9,392
-54%
-$493K
0.02%
480
2023
Q3
$996K
Buy
17,322
+9,961
+135%
+$610K
0.05%
339
2023
Q2
$461K
Sell
7,361
-8,690
-54%
-$583K
0.06%
313
2023
Q1
$1.12M
Sell
16,051
-5,373
-25%
-$379K
0.06%
299
2022
Q4
$1.54M
Buy
21,424
+1,859
+10%
+$140K
0.07%
262
2022
Q3
$1.39M
Buy
19,565
+338
+2%
+$24.5K
0.08%
233
2022
Q2
$1.48M
Buy
19,227
+660
+4%
+$50.3K
0.09%
227
2022
Q1
$1.36M
Buy
18,567
+421
+2%
+$28.3K
0.05%
277
2021
Q4
$1.13M
Buy
+18,146
New
+$1.06M
0.04%
314
Other funds holding BMY
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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