Covestor’s Bristol-Myers Squibb BMY Stock Holding History

Covestor’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	$161K	Sell	2,648 -3,116	-54%	-$182K	0.11%	140
2025 Q4	$311K	Buy	5,764 +1,280	+29%	+$61.6K	0.16%	94
2025 Q3	$202K	Buy	4,484 +864	+24%	+$40.4K	0.11%	207
2025 Q2	$167K	Sell	3,620 -486	-12%	-$23.9K	0.1%	261
2025 Q1	$250K	Sell	4,106 -737	-15%	-$43K	0.17%	88
2024 Q4	$273K	Sell	4,843 -1,475	-23%	-$82.4K	0.17%	79
2024 Q3	$327K	Sell	6,318 -23	-0.4%	-$1.08K	0.21%	47
2024 Q2	$263K	Buy	6,341 +783	+14%	+$35K	0.17%	85
2024 Q1	$302K	Buy	5,558 +1,019	+22%	+$51.9K	0.19%	48
2023 Q4	$233K	Buy	4,539 +78	+2%	+$4.09K	0.16%	91
2023 Q3	$258K	Buy	4,461 +1,012	+29%	+$62K	0.19%	58
2023 Q2	$221K	Sell	3,449 -1,498	-30%	-$100K	0.17%	89
2023 Q1	$343K	Buy	4,947 +403	+9%	+$28.4K	0.3%	33
2022 Q4	$327K	Sell	4,544 -441	-9%	-$33.3K	0.27%	41
2022 Q3	$354K	Buy	4,985 +324	+7%	+$23.5K	0.31%	31
2022 Q2	$359K	Buy	4,661 +2,609	+127%	+$199K	0.29%	39
2022 Q1	$150K	Buy	2,052 +1,082	+112%	+$72.7K	0.1%	269
2021 Q4	$61K	Buy	+970	New	+$56.9K	0.09%	415

Other funds holding BMY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management

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