KWM
BMY icon

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

Kolinsky 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
Q4 		$204K Buy
+3,609
New +$202K 0.12% 169
2023
Q4 		– Sell
-4,098
Closed -$238K – 136
2023
Q3 		$238K Sell
4,098
-764
-16% -$46.8K 0.24% 106
2023
Q2 		$311K Sell
4,862
-634
-12% -$42.5K 0.3% 83
2023
Q1 		$381K Buy
5,496
+84
+2% +$5.92K 0.4% 58
2022
Q4 		$389K Buy
5,412
+753
+16% +$56.8K 0.44% 53
2022
Q3 		$331K Buy
4,659
+700
+18% +$50.8K 0.41% 55
2022
Q2 		$305K Sell
3,959
-239
-6% -$18.2K 0.36% 66
2022
Q1 		$307K Sell
4,198
-218
-5% -$14.6K 0.3% 77
2021
Q4 		$275K Buy
+4,416
New +$259K 0.25% 103

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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return