CCM
BMY icon

CWH Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

CWH Capital Management’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
2020
Q4 		$507K Buy
8,174
+3,632
+80% +$223K 0.21% 77
2020
Q3 		$274K Buy
+4,542
New +$273K 0.12% 74

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CWH Capital Management's BMY Position: Q4 2020 in Review

CWH Capital Management increased its Bristol-Myers Squibb (BMY) stake by 80% in Q4 2020, buying an estimated $223K and bringing the position to 8,174 shares worth $507K. The position accounts for 0.21% of the portfolio, ranked #77.

CWH Capital Management first reported a position in BMY in Q3 2020 and has held it in 2 quarters since. 2,362 funds tracked by Wall St. Rank hold BMY as of Q4 2020.

  • CWH Capital Management held 8,174 shares of Bristol-Myers Squibb worth $507K as of Q4 2020.
  • CWH Capital Management bought 3,632 Bristol-Myers Squibb shares in Q4 2020, an estimated $223K.
  • Bristol-Myers Squibb made up 0.21% of CWH Capital Management's portfolio in Q4 2020, its #77 holding.
  • CWH Capital Management first reported a position in Bristol-Myers Squibb in Q3 2020 and has held it in 2 quarters since.
  • 2,362 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2020.

Based on CWH Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.