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
Search
Sign in
Sign up
SFA
Semmax Financial Advisors’s
Bristol-Myers Squibb
BMY
Stock Holding History
Semmax 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
2025
Q2
$4.28K
Sell
93
-17
-15%
-$834
﹤0.01%
305
2025
Q1
$5.1K
Buy
110
+19
+21%
+$1.11K
﹤0.01%
272
2024
Q4
$5.08K
Buy
91
+1
+1%
+$56
﹤0.01%
256
2024
Q3
$5.3K
Buy
90
+1
+1%
+$47
﹤0.01%
251
2024
Q2
$4.36K
Buy
89
+1
+1%
+$45
﹤0.01%
290
2024
Q1
$3.95K
Buy
88
+1
+1%
+$51
﹤0.01%
259
2023
Q4
$4.21K
Buy
87
+2
+2%
+$105
﹤0.01%
263
2023
Q3
$4.29K
Buy
+85
New
+$5.21K
﹤0.01%
239
2022
Q4
$6K
Hold
82
–
–
﹤0.01%
188
2022
Q3
$7K
Hold
82
–
–
﹤0.01%
175
2022
Q2
$6K
Buy
82
+1
+1%
+$76
﹤0.01%
180
2022
Q1
$6K
Buy
81
+1
+1%
+$67
﹤0.01%
206
2021
Q4
$5K
Buy
+80
New
+$4.69K
﹤0.01%
209
2020
Q2
–
Sell
-49
Closed
-$3K
–
270
2020
Q1
$3K
Hold
49
–
–
﹤0.01%
205
2019
Q4
$3K
Buy
+49
New
+$2.81K
﹤0.01%
234
2019
Q3
–
Sell
-38
Closed
-$2K
–
279
2019
Q2
$2K
Sell
38
-228
-86%
-$10.6K
﹤0.01%
278
2019
Q1
$13K
Sell
266
-6,796
-96%
-$339K
0.01%
299
2018
Q4
$367K
Buy
+7,062
New
+$379K
0.29%
78
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
Charles Schwab
San Francisco, California
$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
Norges Bank
Oslo, Norway
$935B AUM
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Sign up
Sign in
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
Theme
Close