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Union Savings Bank’s Bristol-Myers Squibb BMY Stock Holding History

Union Savings Bank’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
2026
Q1 		$579K Sell
9,550
-172
-2% -$10K 0.25% 70
2025
Q4 		$524K Buy
+9,722
New +$468K 0.23% 79
2025
Q2 		$424K Sell
9,797
-340
-3% -$16.7K 0.19% 86
2025
Q1 		$618K Buy
10,137
+40
+0.4% +$2.33K 0.3% 61
2024
Q4 		$571K Sell
10,097
-150
-1% -$8.38K 0.28% 66
2024
Q3 		$530K Sell
10,247
-220
-2% -$10.3K 0.26% 71
2024
Q2 		$435K Sell
10,467
-2,718
-21% -$122K 0.23% 86
2024
Q1 		$715K Buy
13,185
+150
+1% +$7.64K 0.37% 63
2023
Q4 		$669K Buy
13,035
+167
+1% +$8.77K 0.38% 65
2023
Q3 		$747K Hold
12,868
– – 0.47% 57
2023
Q2 		$800K Buy
+12,868
New +$863K 0.48% 55

Other funds holding BMY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return