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IHWM
Iron Horse Wealth Management’s
Bristol-Myers Squibb
BMY
Stock Holding History
Iron Horse 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
2025
Q2
$7.27K
Hold
157
–
–
﹤0.01%
328
2025
Q1
$9.57K
Hold
157
–
–
﹤0.01%
279
2024
Q4
$8.88K
Buy
157
+9
+6%
+$503
﹤0.01%
252
2024
Q3
$7.66K
Buy
148
+35
+31%
+$1.64K
﹤0.01%
262
2024
Q2
$4.69K
Hold
113
–
–
﹤0.01%
284
2024
Q1
$6.13K
Buy
113
+35
+45%
+$1.78K
﹤0.01%
238
2023
Q4
$4K
Hold
78
–
–
﹤0.01%
289
2023
Q3
$4.53K
Buy
78
+37
+90%
+$2.27K
﹤0.01%
277
2023
Q2
$2.62K
Sell
41
-30
-42%
-$2.01K
﹤0.01%
208
2023
Q1
$4.92K
Buy
71
+30
+73%
+$2.12K
﹤0.01%
204
2022
Q4
$3K
Buy
41
+15
+58%
+$1.13K
﹤0.01%
174
2022
Q3
$2K
Sell
26
-15
-37%
-$1.09K
﹤0.01%
111
2022
Q2
$3K
Hold
41
–
–
﹤0.01%
169
2022
Q1
$3K
Hold
41
–
–
﹤0.01%
178
2021
Q4
$3K
Buy
41
+15
+58%
+$880
﹤0.01%
159
2021
Q3
$2K
Hold
26
–
–
﹤0.01%
152
2021
Q2
$2K
Hold
26
–
–
﹤0.01%
155
2021
Q1
$2K
Hold
26
–
–
﹤0.01%
145
2020
Q4
$2K
Buy
+26
New
+$1.6K
﹤0.01%
144
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27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Charles Schwab
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$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
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$1.61T AUM
30.72%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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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