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MRA Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

MRA Advisory Group’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
Q2 		$1.36M Buy
+23,652
New +$1.36M 0.49% 48
2025
Q1 		– Sell
-3,964
Closed -$224K – 133
2024
Q4 		$224K Sell
3,964
-621
-14% -$34.7K 0.12% 95
2024
Q3 		$237K Sell
4,585
-1,303
-22% -$61.1K 0.13% 88
2024
Q2 		$245K Buy
+5,888
New +$263K 0.14% 84
2023
Q3 		– Sell
-4,704
Closed -$301K – 121
2023
Q2 		$301K Buy
4,704
+15
+0.3% +$1.01K 0.21% 83
2023
Q1 		$325K Buy
4,689
+1,723
+58% +$122K 0.23% 72
2022
Q4 		$213K Buy
+2,966
New +$224K 0.17% 93
2021
Q3 		– Sell
-7,407
Closed -$495K – 126
2021
Q2 		$495K Sell
7,407
-558
-7% -$36.4K 0.42% 49
2021
Q1 		$503K Buy
7,965
+898
+13% +$55.9K 0.47% 48
2020
Q4 		$438K Buy
+7,067
New +$435K 0.43% 55

Other funds holding BMY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return