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Coppell Advisory Solutions’s Bristol-Myers Squibb BMY Stock Holding History

Coppell Advisory Solutions’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
Q3 		– Sell
-40,970
Closed -$1.9M – 398
2025
Q2 		$1.9M Buy
+40,970
New +$2.01M 0.23% 99
2025
Q1 		– Sell
-1,560
Closed -$87.4K – 511
2024
Q4 		$87.4K Buy
1,560
+475
+44% +$26.5K 0.01% 448
2024
Q3 		$55.2K Sell
1,085
-149
-12% -$6.99K 0.01% 522
2024
Q2 		$51.3K Buy
+1,234
New +$55.2K 0.01% 494
2023
Q4 		$82.5K Buy
1,608
+1,181
+277% +$62K 0.02% 396
2023
Q3 		$30.7K Sell
427
-7
-2% -$429 0.01% 426
2023
Q2 		$27.8K Buy
+434
New +$29.1K 0.01% 499
2023
Q1 		– Sell
-427
Closed -$30.7K – 299
2022
Q4 		$30.7K Buy
+427
New +$32.2K 0.01% 429

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return