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BAM
Bruderman Asset Management’s
Bristol-Myers Squibb
BMY
Stock Holding History
Bruderman Asset Management’s Portfolio
BMY Stock Details
BMY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q4
–
Sell
-98,772
Closed
-$5.84M
–
107
2021
Q3
$5.84M
Sell
98,772
-46,616
-32%
-$3.07M
1.47%
21
2021
Q2
$9.71M
Buy
145,388
+1,505
+1%
+$98.1K
3.01%
11
2021
Q1
$9.08M
Buy
143,883
+3,186
+2%
+$198K
2.52%
10
2020
Q4
$8.73M
Buy
140,697
+5,333
+4%
+$328K
2.53%
9
2020
Q3
$8.16M
Buy
135,364
+58,108
+75%
+$3.5M
2.68%
7
2020
Q2
$4.59M
Buy
77,256
+1,259
+2%
+$75.3K
1.52%
25
2020
Q1
$4.17M
Sell
75,997
-1,708
-2%
-$104K
1.65%
20
2019
Q4
$4.92M
Sell
77,705
-6,120
-7%
-$350K
1.54%
24
2019
Q3
$4.86M
Buy
+83,825
New
+$3.94M
1.23%
29
2019
Q2
–
Sell
-4,009
Closed
-$191K
–
166
2019
Q1
$191K
Sell
4,009
-129
-3%
-$6.43K
0.04%
133
2018
Q4
$215K
Buy
+4,138
New
+$222K
0.06%
121
2017
Q1
–
Sell
-3,522
Closed
-$206K
–
140
2016
Q4
$206K
Sell
3,522
-1,100
-24%
-$60.1K
0.06%
107
2016
Q3
$249K
Buy
4,622
+364
+9%
+$23.4K
0.07%
107
2016
Q2
$313K
Buy
4,258
+15
+0.4%
+$1.06K
0.1%
101
2016
Q1
$271K
Buy
4,243
+17
+0.4%
+$1.07K
0.09%
102
2015
Q4
$291K
Sell
4,226
-1,500
-26%
-$99.1K
0.11%
99
2015
Q3
$339K
Buy
5,726
+248
+5%
+$15.7K
0.13%
84
2015
Q2
$365K
Buy
5,478
+209
+4%
+$13.8K
0.14%
84
2015
Q1
$340K
Buy
+5,269
New
+$330K
0.13%
85
Other funds holding BMY
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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
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Dodge & Cox
San Francisco, California
$182B AUM
14.68%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
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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