ISWM
BMY icon

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

Independent Solutions 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
2024
Q1 		– Sell
-4,920
Closed -$252K – 172
2023
Q4 		$252K Sell
4,920
-9,490
-66% -$498K 0.06% 149
2023
Q3 		$836K Buy
+14,410
New +$883K 0.23% 102
2023
Q2 		– Sell
-4,945
Closed -$343K – 221
2023
Q1 		$343K Buy
4,945
+927
+23% +$65.4K 0.1% 147
2022
Q4 		$289K Buy
4,018
+46
+1% +$3.47K 0.09% 167
2022
Q3 		$282K Buy
3,972
+113
+3% +$8.2K 0.09% 164
2022
Q2 		$297K Buy
+3,859
New +$294K 0.09% 164
2021
Q4 		– Sell
-5,929
Closed -$351K – 231
2021
Q3 		$351K Buy
5,929
+1,000
+20% +$65.9K 0.09% 166
2021
Q2 		$329K Buy
+4,929
New +$321K 0.08% 166

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return