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Austin Private Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Austin Private Wealth’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
Q2 		– Sell
-6,070
Closed -$317K – 267
2024
Q1 		$317K Buy
6,070
+1,427
+31% +$72.7K 0.04% 167
2023
Q4 		$238K Buy
4,643
+994
+27% +$52.2K 0.03% 178
2023
Q3 		$212K Sell
3,649
-179
-5% -$11K 0.03% 158
2023
Q2 		$245K Sell
3,828
-100
-3% -$6.71K 0.04% 141
2023
Q1 		$272K Buy
+3,928
New +$277K 0.04% 126
2022
Q3 		– Sell
-3,225
Closed -$248K – 137
2022
Q2 		$248K Buy
+3,225
New +$246K 0.06% 111
2021
Q1 		– Sell
-12,671
Closed -$786K – 115
2020
Q4 		$786K Buy
+12,671
New +$779K 0.23% 39

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return