Stonehearth Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Stonehearth 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	-8,808	Closed	-$478K	–	82
2024 Q1	$478K	Buy	8,808 +797	+10%	+$40.6K	0.22%	37
2023 Q4	$411K	Buy	8,011 +2,508	+46%	+$132K	0.2%	40
2023 Q3	$319K	Buy	5,503 +125	+2%	+$7.66K	0.17%	43
2023 Q2	$344K	Buy	5,378 +298	+6%	+$20K	0.18%	45
2023 Q1	$352K	Buy	5,080 +37	+0.7%	+$2.61K	0.19%	44
2022 Q4	$363K	Buy	5,043 +2,176	+76%	+$164K	0.2%	44
2022 Q3	$204K	Buy	2,867 +97	+4%	+$7.04K	0.12%	59
2022 Q2	$209K	Hold	2,770	–	–	0.12%	65
2022 Q1	$202K	Buy	+2,770	New	+$186K	0.1%	71

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

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