WI
BMY icon

Wahed Invest’s Bristol-Myers Squibb BMY Stock Holding History

Wahed Invest’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
-39,794
Closed -$2.16M – 236
2024
Q1 		$2.16M Buy
39,794
+5,421
+16% +$276K 0.49% 39
2023
Q4 		$1.76M Buy
34,373
+1,227
+4% +$64.4K 0.49% 38
2023
Q3 		$1.92M Buy
33,146
+3,242
+11% +$199K 0.63% 29
2023
Q2 		$1.91M Buy
29,904
+2,680
+10% +$180K 0.67% 26
2023
Q1 		$1.89M Sell
27,224
-193
-0.7% -$13.6K 0.82% 24
2022
Q4 		$1.97M Buy
27,417
+2,984
+12% +$225K 1.02% 18
2022
Q3 		$1.74M Buy
24,433
+1,755
+8% +$127K 1.06% 17
2022
Q2 		$1.75M Sell
22,678
-3,004
-12% -$229K 1.08% 17
2022
Q1 		$1.88M Sell
25,682
-1,365
-5% -$91.7K 1.1% 21
2021
Q4 		$1.69M Buy
+27,047
New +$1.59M 0.94% 21

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
Charles Schwab
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
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return