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WA
Wasatch Advisors’s
Bristol-Myers Squibb
BMY
Stock Holding History
Wasatch 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
Q3
–
Sell
-81,450
Closed
-$3.38M
–
240
2024
Q2
$3.38M
Sell
81,450
-5,925
-7%
-$265K
0.02%
209
2024
Q1
$4.74M
Hold
87,375
–
–
0.02%
202
2023
Q4
$4.48M
Buy
87,375
+3,500
+4%
+$184K
0.02%
202
2023
Q3
$4.87M
Buy
83,875
+6,500
+8%
+$398K
0.03%
203
2023
Q2
$4.95M
Buy
77,375
+4,000
+5%
+$268K
0.03%
208
2023
Q1
$5.09M
Buy
73,375
+10,000
+16%
+$705K
0.03%
206
2022
Q4
$4.56M
Sell
63,375
-4,000
-6%
-$302K
0.03%
203
2022
Q3
$4.79M
Hold
67,375
–
–
0.03%
202
2022
Q2
$5.19M
Buy
67,375
+4,000
+6%
+$305K
0.03%
202
2022
Q1
$4.63M
Buy
63,375
+8,000
+14%
+$537K
0.02%
223
2021
Q4
$3.45M
Buy
55,375
+4,000
+8%
+$235K
0.01%
240
2021
Q3
$3.04M
Sell
51,375
-87
-0.2%
-$5.73K
0.01%
261
2021
Q2
$3.44M
Buy
+51,462
New
+$3.36M
0.01%
259
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
New York
$1.47T AUM
27.86%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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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
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