Hoese & Co’s Bristol-Myers Squibb BMY Stock Holding History

Hoese & Co’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 Q2	$57.6K	Buy	+1,000	New	+$57.4K	0.04%	106
2024 Q4	–	Sell	-50	Closed	-$2.59K	–	170
2024 Q3	$2.59K	Buy	+50	New	+$2.35K	﹤0.01%	163
2024 Q2	–	Sell	-558	Closed	-$28.3K	–	147
2024 Q1	$28.3K	Hold	558	–	–	0.03%	80
2023 Q4	$27.6K	Hold	558	–	–	0.03%	81
2023 Q3	$32.4K	Sell	558 -213	-28%	-$13.1K	0.03%	80
2023 Q2	$49.3K	Hold	771	–	–	0.05%	73
2023 Q1	$53.2K	Hold	771	–	–	0.06%	70
2022 Q4	$62K	Hold	771	–	–	0.07%	68
2022 Q3	$55K	Hold	771	–	–	0.07%	69
2022 Q2	$59K	Hold	771	–	–	0.07%	72
2022 Q1	$56K	Hold	771	–	–	0.06%	78
2021 Q4	$48K	Hold	771	–	–	0.05%	90
2021 Q3	$46K	Hold	771	–	–	0.05%	91
2021 Q2	$52K	Buy	771 +500	+185%	+$32.6K	0.06%	84
2021 Q1	$17K	Buy	+271	New	+$16.9K	0.02%	91

Other funds holding BMY

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return