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SC&H Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

SC&H Financial Advisors’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
Q1 		– Sell
-4,274
Closed -$219K – 144
2023
Q4 		$219K Sell
4,274
-2,502
-37% -$131K 0.06% 131
2023
Q3 		$393K Hold
6,776
– – 0.13% 99
2023
Q2 		$433K Sell
6,776
-151
-2% -$10.1K 0.14% 99
2023
Q1 		$480K Buy
6,927
+835
+14% +$58.9K 0.18% 84
2022
Q4 		$438K Sell
6,092
-250
-4% -$18.9K 0.18% 85
2022
Q3 		$451K Sell
6,342
-1,791
-22% -$130K 0.23% 81
2022
Q2 		$626K Sell
8,133
-142
-2% -$10.8K 0.29% 69
2022
Q1 		$604K Buy
8,275
+256
+3% +$17.2K 0.29% 70
2021
Q4 		$500K Buy
+8,019
New +$470K 0.28% 83

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return