Howard Capital Management (New York)’s Bristol-Myers Squibb BMY Stock Holding History

Howard Capital Management (New York)’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	$224K	Buy	3,604 +9	+0.3%	+$553	0.03%	87
2020 Q3	$217K	Sell	3,595 -32,196	-90%	-$1.94M	0.03%	79
2020 Q2	$2.1M	Hold	35,791	–	–	0.28%	43
2020 Q1	$2M	Sell	35,791 -875	-2%	-$53.5K	0.34%	43
2019 Q4	$2.35M	Buy	36,666 +370	+1%	+$21.2K	0.29%	49
2019 Q3	$1.84M	Hold	36,296	–	–	0.26%	50
2019 Q2	$1.65M	Sell	36,296 -20	-0.1%	-$932	0.22%	54
2019 Q1	$1.73M	Sell	36,316 -103,084	-74%	-$5.13M	0.24%	52
2018 Q4	$7.25M	Sell	139,400 -46,053	-25%	-$2.47M	1.2%	32
2018 Q3	$11.5M	Buy	185,453 +2,460	+1%	+$146K	1.54%	30
2018 Q2	$10.1M	Buy	182,993 +1,655	+0.9%	+$89.4K	1.46%	33
2018 Q1	$11.5M	Buy	181,338 +5,328	+3%	+$343K	1.67%	29
2017 Q4	$10.8M	Buy	176,010 +804	+0.5%	+$50.3K	1.59%	29
2017 Q3	$11.2M	Buy	175,206 +4,005	+2%	+$234K	1.72%	28
2017 Q2	$9.54M	Buy	171,201 +2,774	+2%	+$151K	1.5%	33
2017 Q1	$9.16M	Buy	168,427 +6,680	+4%	+$366K	1.53%	31
2016 Q4	$9.45M	Buy	161,747 +4,730	+3%	+$259K	1.68%	29
2016 Q3	$8.47M	Buy	157,017 +3,518	+2%	+$226K	1.54%	33
2016 Q2	$11.3M	Buy	153,499 +1,068	+0.7%	+$75.5K	2.17%	20
2016 Q1	$9.74M	Buy	152,431 +108,985	+251%	+$6.87M	1.91%	24
2015 Q4	$2.99M	Sell	43,446 -150	-0.3%	-$9.91K	0.59%	43
2015 Q3	$2.58M	Hold	43,596	–	–	0.53%	46
2015 Q2	$2.9M	Sell	43,596 -200	-0.5%	-$13.2K	0.55%	46
2015 Q1	$2.83M	Hold	43,796	–	–	0.54%	47
2014 Q4	$2.58M	Sell	43,796 -6,000	-12%	-$338K	0.5%	49
2014 Q3	$2.55M	Sell	49,796 -13,360	-21%	-$667K	0.51%	46
2014 Q2	$3.06M	Buy	63,156 +23,640	+60%	+$1.16M	0.6%	45
2014 Q1	$2.05M	Sell	39,516 -738	-2%	-$39.3K	0.4%	51
2013 Q4	$2.14M	Buy	40,254 +1,058	+3%	+$53.9K	0.44%	49
2013 Q3	$1.81M	Sell	39,196 -725	-2%	-$31.8K	0.44%	50
2013 Q2	$1.78M	Buy	+39,921	New	+$1.73M	0.47%	50

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Howard Capital Management (New York)'s BMY Position: Q4 2020 in Review

Howard Capital Management (New York) increased its Bristol-Myers Squibb (BMY) stake by 0.25% in Q4 2020, buying an estimated $553 and bringing the position to 3,604 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #87.

Howard Capital Management (New York) first reported a position in BMY in Q2 2013 and has held it in 31 quarters since. The position peaked at $11.5M in Q3 2018. 2,359 funds tracked by Wall St. Rank hold BMY as of Q4 2020.

Howard Capital Management (New York) held 3,604 shares of Bristol-Myers Squibb worth $224K as of Q4 2020.
Howard Capital Management (New York) bought 9 Bristol-Myers Squibb shares in Q4 2020, an estimated $553.
Bristol-Myers Squibb made up 0.03% of Howard Capital Management (New York)'s portfolio in Q4 2020, its #87 holding.
Howard Capital Management (New York) first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 31 quarters since.
Howard Capital Management (New York)'s Bristol-Myers Squibb position peaked at $11.5M in Q3 2018.
2,359 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2020.

Based on Howard Capital Management (New York)'s 13F filing for Q4 2020, filed 2 Feb 2021.