MFC
BMY icon

Morris Financial Concepts’s Bristol-Myers Squibb BMY Stock Holding History

Morris Financial Concepts’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
2023
Q4 		– Sell
-3,761
Closed -$218K – 163
2023
Q3 		$218K Sell
3,761
-81
-2% -$4.96K 0.15% 82
2023
Q2 		$246K Buy
3,842
+691
+22% +$46.3K 0.16% 77
2023
Q1 		$218K Sell
3,151
-89
-3% -$6.28K 0.15% 78
2022
Q4 		$233K Buy
3,240
+1
+0% +$75 0.19% 71
2022
Q3 		$230K Buy
3,239
+178
+6% +$12.9K 0.24% 59
2022
Q2 		$236K Sell
3,061
-127
-4% -$9.67K 0.22% 60
2022
Q1 		$233K Sell
3,188
-166
-5% -$11.1K 0.19% 64
2021
Q4 		$209K Buy
+3,354
New +$197K 0.17% 63

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return