WCM
BMY icon

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

Weld 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
2021
Q3 		– Sell
-3,186
Closed -$213K – 25
2021
Q2 		$213K Buy
+3,186
New +$208K 0.22% 197
2020
Q4 		– Sell
-3,825
Closed -$231K – 482
2020
Q3 		$231K Sell
3,825
-44,056
-92% -$2.65M 0.09% 349
2020
Q2 		$2.81M Buy
+47,881
New +$2.86M 1.1% 1
2020
Q1 		– Sell
-7,021
Closed -$451K – 445
2019
Q4 		$451K Sell
7,021
-4,226
-38% -$242K 0.09% 382
2019
Q3 		$570K Buy
11,247
+1,489
+15% +$70K 0.1% 338
2019
Q2 		$443K Sell
9,758
-12,396
-56% -$577K 0.08% 422
2019
Q1 		$1.06M Buy
22,154
+3,500
+19% +$174K 0.19% 198
2018
Q4 		$970K Buy
+18,654
New +$1M 0.22% 143

Other funds holding BMY

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return