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KA
Kercheville Advisors’s
Bristol-Myers Squibb
BMY
Stock Holding History
Kercheville Advisors’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
Q1
$245K
Hold
4,037
–
–
0.08%
89
2025
Q4
$222K
Buy
+4,037
New
+$194K
0.06%
105
2025
Q2
–
Sell
-9,001
Closed
-$549K
–
107
2025
Q1
$549K
Buy
9,001
+5,305
+144%
+$309K
0.22%
58
2024
Q4
$209K
Buy
+3,696
New
+$207K
0.08%
82
2024
Q2
–
Sell
-3,778
Closed
-$205K
–
86
2024
Q1
$205K
Buy
+3,778
New
+$192K
0.1%
75
2023
Q4
–
Sell
-9,354
Closed
-$543K
–
82
2023
Q3
$543K
Sell
9,354
-2,647
-22%
-$162K
0.34%
42
2023
Q2
$767K
Sell
12,001
-365
-3%
-$24.5K
0.46%
40
2023
Q1
$857K
Sell
12,366
-1,880
-13%
-$133K
0.59%
38
2022
Q4
$1.02M
Buy
14,246
+4
+0%
+$302
0.71%
32
2022
Q3
$1.01M
Sell
14,242
-346
-2%
-$25.1K
1.03%
29
2022
Q2
$1.12M
Sell
14,588
-10,480
-42%
-$798K
0.74%
30
2022
Q1
$1.83M
Buy
25,068
+10,287
+70%
+$691K
0.87%
27
2021
Q4
$922K
Sell
14,781
-870
-6%
-$51K
0.4%
50
2021
Q3
$926K
Sell
15,651
-7,806
-33%
-$514K
0.44%
54
2021
Q2
$1.57M
Buy
23,457
+258
+1%
+$16.8K
0.73%
40
2021
Q1
$1.46M
Sell
23,199
-13,717
-37%
-$853K
0.73%
41
2020
Q4
$2.27M
Buy
+36,916
New
+$2.27M
1.24%
23
Other funds holding BMY
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
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
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
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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