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PCM
Palouse Capital Management’s
Bristol-Myers Squibb
BMY
Stock Holding History
Palouse Capital 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
-400
Closed
-$21.7K
–
122
2024
Q1
$21.7K
Buy
+400
New
+$20.4K
0.01%
125
2022
Q1
–
Sell
-90,553
Closed
-$5.65M
–
102
2021
Q4
$5.65M
Sell
90,553
-5,432
-6%
-$319K
2.41%
10
2021
Q3
$5.68M
Sell
95,985
-2,432
-2%
-$160K
2.52%
13
2021
Q2
$6.58M
Sell
98,417
-399
-0.4%
-$26K
2.87%
4
2021
Q1
$6.24M
Buy
98,816
+33,847
+52%
+$2.11M
2.75%
5
2020
Q4
$4.03M
Sell
64,969
-7,109
-10%
-$437K
2.13%
14
2020
Q3
$4.35M
Sell
72,078
-15,531
-18%
-$935K
2.43%
13
2020
Q2
$5.15M
Sell
87,609
-3,262
-4%
-$195K
2.72%
7
2020
Q1
$5.07M
Sell
90,871
-3,708
-4%
-$227K
2.99%
6
2019
Q4
$6.07M
Sell
94,579
-5,984
-6%
-$343K
2.3%
14
2019
Q3
$5.1M
Buy
+100,563
New
+$4.73M
1.89%
23
Other funds holding BMY
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Charles Schwab
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$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
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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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