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CWA
Clearview Wealth Advisors’s
Bristol-Myers Squibb
BMY
Stock Holding History
Clearview Wealth Advisors’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
Q4
$287K
Sell
5,326
-292
-5%
-$14K
0.18%
89
2025
Q3
$253K
Sell
5,618
-165
-3%
-$7.71K
0.16%
96
2025
Q2
$268K
Sell
5,783
-37
-0.6%
-$1.82K
0.19%
91
2025
Q1
$355K
Sell
5,820
-191
-3%
-$11.1K
0.27%
71
2024
Q4
$340K
Sell
6,011
-68
-1%
-$3.8K
0.26%
70
2024
Q3
$315K
Sell
6,079
-236
-4%
-$11.1K
0.24%
75
2024
Q2
$262K
Sell
6,315
-310
-5%
-$13.9K
0.23%
83
2024
Q1
$359K
Sell
6,625
-212
-3%
-$10.8K
0.37%
66
2023
Q4
$351K
Sell
6,837
-97
-1%
-$5.09K
0.41%
79
2023
Q3
$402K
Sell
6,934
-632
-8%
-$38.7K
0.5%
70
2023
Q2
$484K
Sell
7,566
-10,878
-59%
-$729K
0.49%
61
2023
Q1
$1.28M
Buy
18,444
+7,693
+72%
+$543K
1.3%
15
2022
Q4
$774K
Sell
10,751
-51
-0.5%
-$3.85K
0.6%
41
2022
Q3
$768K
Buy
10,802
+6
+0.1%
+$435
0.61%
27
2022
Q2
$831K
Buy
10,796
+384
+4%
+$29.2K
0.62%
27
2022
Q1
$760K
Buy
10,412
+33
+0.3%
+$2.22K
0.5%
39
2021
Q4
$647K
Sell
10,379
-110
-1%
-$6.45K
0.39%
58
2021
Q3
$621K
Buy
10,489
+427
+4%
+$28.1K
0.39%
58
2021
Q2
$672K
Buy
10,062
+365
+4%
+$23.8K
0.41%
56
2021
Q1
$612K
Sell
9,697
-55
-0.6%
-$3.42K
0.4%
54
2020
Q4
$605K
Buy
+9,752
New
+$600K
0.41%
51
Other funds holding BMY
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
$1.47T 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
Norges Bank
Oslo, Norway
$935B AUM
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
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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