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PCA
Personal Capital Advisors’s
Bristol-Myers Squibb
BMY
Stock Holding History
Personal Capital Advisors’s Portfolio
BMY Stock Details
BMY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
$755K
Sell
10,491
-184
-2%
-$13.9K
﹤0.01%
257
2022
Q3
$759K
Sell
10,675
-686
-6%
-$49.8K
﹤0.01%
247
2022
Q2
$875K
Sell
11,361
-462
-4%
-$35.2K
﹤0.01%
242
2022
Q1
$863K
Sell
11,823
-1,262
-10%
-$84.7K
﹤0.01%
259
2021
Q4
$815K
Sell
13,085
-2,070
-14%
-$121K
﹤0.01%
275
2021
Q3
$897K
Sell
15,155
-116,142
-88%
-$7.65M
﹤0.01%
259
2021
Q2
$8.77M
Buy
131,297
+14,408
+12%
+$939K
0.05%
181
2021
Q1
$7.38M
Buy
116,889
+19,543
+20%
+$1.22M
0.04%
183
2020
Q4
$6.04M
Buy
97,346
+14,995
+18%
+$922K
0.04%
181
2020
Q3
$4.96M
Buy
82,351
+5,436
+7%
+$327K
0.04%
172
2020
Q2
$4.52M
Buy
76,915
+4,068
+6%
+$243K
0.04%
165
2020
Q1
$4.07M
Buy
72,847
+3,627
+5%
+$222K
0.04%
166
2019
Q4
$4.44M
Buy
69,220
+13,984
+25%
+$801K
0.04%
166
2019
Q3
$2.8M
Buy
55,236
+7,486
+16%
+$352K
0.03%
179
2019
Q2
$2.17M
Buy
47,750
+11,399
+31%
+$531K
0.02%
185
2019
Q1
$1.73M
Buy
36,351
+9,118
+33%
+$454K
0.02%
186
2018
Q4
$1.42M
Buy
27,233
+4,634
+21%
+$249K
0.02%
179
2018
Q3
$1.4M
Buy
22,599
+6,842
+43%
+$406K
0.02%
172
2018
Q2
$872K
Buy
15,757
+9,617
+157%
+$519K
0.01%
176
2018
Q1
$388K
Buy
+6,140
New
+$395K
0.01%
200
2015
Q4
–
Sell
-4,910
Closed
-$291K
–
160
2015
Q3
$291K
Buy
+4,910
New
+$311K
0.02%
136
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
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
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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