FWM
BMY icon

Foresight Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Foresight Wealth 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
2021
Q3 		– Sell
-7,552
Closed -$505K – 127
2021
Q2 		$505K Hold
7,552
– – 0.11% 78
2021
Q1 		$477K Hold
7,552
– – 0.12% 76
2020
Q4 		$468K Sell
7,552
-181
-2% -$11.1K 0.12% 67
2020
Q3 		$466K Buy
7,733
+1
+0% +$60 0.16% 59
2020
Q2 		$455K Sell
7,732
-7,847
-50% -$469K 0.21% 58
2020
Q1 		$868K Sell
15,579
-836
-5% -$51.1K 0.6% 32
2019
Q4 		$1.05M Sell
16,415
-1,036
-6% -$59.3K 0.65% 32
2019
Q3 		$885K Buy
17,451
+1
+0% +$47 0.64% 36
2019
Q2 		$791K Hold
17,450
– – 0.6% 41
2019
Q1 		$833K Hold
17,450
– – 0.72% 38
2018
Q4 		$907K Buy
+17,450
New +$938K 0.96% 29

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return