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
Search
Sign in
Sign up
MAWCM
Mine & Arao Wealth Creation & Management’s
Bristol-Myers Squibb
BMY
Stock Holding History
Mine & Arao Wealth Creation & 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
Q2
–
Sell
-45
Closed
-$2.44K
–
107
2024
Q1
$2.44K
Hold
45
–
–
﹤0.01%
271
2023
Q4
$2.31K
Hold
45
–
–
﹤0.01%
282
2023
Q3
$2.61K
Hold
45
–
–
﹤0.01%
276
2023
Q2
$2.88K
Sell
45
-129
-74%
-$8.65K
﹤0.01%
286
2023
Q1
$12.1K
Hold
174
–
–
0.01%
210
2022
Q4
$12.5K
Hold
174
–
–
0.01%
204
2022
Q3
$12K
Buy
174
+129
+287%
+$9.36K
0.01%
212
2022
Q2
$3K
Hold
45
–
–
﹤0.01%
286
2022
Q1
$3K
Hold
45
–
–
﹤0.01%
284
2021
Q4
$3K
Hold
45
–
–
﹤0.01%
284
2021
Q3
$3K
Hold
45
–
–
﹤0.01%
258
2021
Q2
$3K
Hold
45
–
–
﹤0.01%
253
2021
Q1
$3K
Hold
45
–
–
﹤0.01%
243
2020
Q4
$3K
Hold
45
–
–
﹤0.01%
245
2020
Q3
$3K
Hold
45
–
–
﹤0.01%
239
2020
Q2
$3K
Hold
45
–
–
﹤0.01%
217
2020
Q1
$3K
Hold
45
–
–
﹤0.01%
212
2019
Q4
$3K
Buy
+45
New
+$2.58K
﹤0.01%
220
Other funds holding BMY
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
$1.47T AUM
27.86%
1-Year Est. Return
Charles Schwab
San Francisco, California
$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
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Sign up
Sign in
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
Theme
Close