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

Abich Financial 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 		$460K Buy
+10,199
New +$476K 0.16% 38
2024
Q3 		$73K Buy
1,411
+1,351
+2,252% +$63.4K 0.16% 68
2024
Q2 		$2.49K Sell
60
-2,919
-98% -$131K ﹤0.01% 444
2024
Q1 		$162K Buy
2,979
+1,035
+53% +$52.7K 0.12% 42
2023
Q4 		$99.7K Buy
+1,944
New +$102K 0.1% 40

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Abich Financial Wealth Management's BMY Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Bristol-Myers Squibb (BMY) in Q3 2025: 10,199 shares worth $460K. The stake represents 0.16% of the portfolio and ranks #38 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in BMY as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in BMY in Q4 2023 and has held it in 5 quarters since. 2,268 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

  • Abich Financial Wealth Management held 10,199 shares of Bristol-Myers Squibb worth $460K as of Q3 2025.
  • Bristol-Myers Squibb was a new Abich Financial Wealth Management position in Q3 2025.
  • Bristol-Myers Squibb made up 0.16% of Abich Financial Wealth Management's portfolio in Q3 2025, its #38 holding.
  • Abich Financial Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 5 quarters since.
  • 2,268 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.