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HCM
Harvey Capital Management’s
Bristol-Myers Squibb
BMY
Stock Holding History
Harvey 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
2024
Q2
–
Sell
-29,010
Closed
-$1.57M
–
78
2024
Q1
$1.57M
Sell
29,010
-174
-0.6%
-$8.86K
0.46%
45
2023
Q4
$1.5M
Sell
29,184
-27,000
-48%
-$1.42M
0.5%
43
2023
Q3
$3.26M
Sell
56,184
-150
-0.3%
-$9.19K
1.15%
26
2023
Q2
$3.6M
Hold
56,334
–
–
1.32%
23
2023
Q1
$3.9M
Buy
+56,334
New
+$3.97M
1.54%
21
2022
Q2
–
Sell
-145,641
Closed
-$10.6M
–
77
2022
Q1
$10.6M
Sell
145,641
-12,305
-8%
-$826K
3.28%
8
2021
Q4
$9.85M
Buy
157,946
+10,180
+7%
+$597K
3.05%
9
2021
Q3
$8.74M
Buy
147,766
+690
+0.5%
+$45.4K
2.99%
9
2021
Q2
$9.83M
Sell
147,076
-1,875
-1%
-$122K
3.24%
8
2021
Q1
$9.4M
Buy
148,951
+3,755
+3%
+$234K
3.41%
7
2020
Q4
$9.01M
Sell
145,196
-11,100
-7%
-$683K
3.65%
7
2020
Q3
$9.42M
Sell
156,296
-11,738
-7%
-$706K
4.2%
4
2020
Q2
$9.88M
Buy
168,034
+4,938
+3%
+$295K
4.89%
5
2020
Q1
$9.09M
Sell
163,096
-3,300
-2%
-$202K
6.13%
4
2019
Q4
$10.7M
Buy
166,396
+61,596
+59%
+$3.53M
4.74%
6
2019
Q3
$5.31M
Sell
104,800
-800
-0.8%
-$37.6K
2.64%
11
2019
Q2
$4.79M
Buy
105,600
+101,300
+2,356%
+$4.72M
2.3%
16
2019
Q1
$205K
Buy
+4,300
New
+$214K
0.1%
76
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
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Morgan Stanley
New York
$1.66T AUM
25.57%
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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