1858 Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

1858 Wealth 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
2025 Q3	$280K	Hold	6,200	–	–	0.2%	81
2025 Q2	$287K	Sell	6,200 -221	-3%	-$10.8K	0.21%	83
2025 Q1	$392K	Buy	6,421 +221	+4%	+$12.9K	0.33%	64
2024 Q4	$351K	Hold	6,200	–	–	0.28%	80
2024 Q3	$321K	Hold	6,200	–	–	0.26%	80
2024 Q2	$257K	Sell	6,200 -3,072	-33%	-$137K	0.21%	90
2024 Q1	$476K	Hold	9,272	–	–	0.45%	62
2023 Q4	$476K	Buy	+9,272	New	+$487K	0.45%	62

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

1858 Wealth Management's BMY Position: Q3 2025 in Review

1858 Wealth Management held its Bristol-Myers Squibb (BMY) position steady in Q3 2025 at 6,200 shares worth $280K. The position accounts for 0.2% of the portfolio, ranked #81.

1858 Wealth Management first reported a position in BMY in Q4 2023 and has held it in 8 quarters since. The position peaked at $476K in Q1 2024. 2,268 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

1858 Wealth Management held 6,200 shares of Bristol-Myers Squibb worth $280K as of Q3 2025.
1858 Wealth Management left its Bristol-Myers Squibb share count unchanged in Q3 2025.
Bristol-Myers Squibb made up 0.2% of 1858 Wealth Management's portfolio in Q3 2025, its #81 holding.
1858 Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 8 quarters since.
1858 Wealth Management's Bristol-Myers Squibb position peaked at $476K in Q1 2024.
2,268 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.