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

Accredited 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 		$371K Sell
71
-8,166
-99% -$381K 0.28% 50
2025
Q2 		$381K Hold
8,237
– – 0.31% 47
2025
Q1 		$502K Sell
8,237
-212
-3% -$12.4K 0.42% 33
2024
Q4 		$478K Buy
+8,449
New +$472K 0.42% 41

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

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

Accredited Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 99% in Q3 2025, selling an estimated $381K and leaving 71 shares worth $371K. The position accounts for 0.28% of the portfolio, ranked #50.

Accredited Wealth Management first reported a position in BMY in Q4 2024 and has held it in 4 quarters since. The position peaked at $502K in Q1 2025. 2,267 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

  • Accredited Wealth Management held 71 shares of Bristol-Myers Squibb worth $371K as of Q3 2025.
  • Accredited Wealth Management sold 8,166 Bristol-Myers Squibb shares in Q3 2025, an estimated $381K.
  • Bristol-Myers Squibb made up 0.28% of Accredited Wealth Management's portfolio in Q3 2025, its #50 holding.
  • Accredited Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Bristol-Myers Squibb position peaked at $502K in Q1 2025.
  • 2,267 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.