Advisor Resource Council’s Bristol-Myers Squibb BMY Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-4,096	Closed	-$245K	–	233
2025 Q1	$245K	Buy	+4,096	New	+$239K	0.02%	509
2024 Q1	–	Sell	-12,195	Closed	-$626K	–	266
2023 Q4	$626K	Buy	+12,195	New	+$640K	0.07%	243
2022 Q3	–	Sell	-16,457	Closed	-$1.27M	–	193
2022 Q2	$1.27M	Buy	+16,457	New	+$1.25M	0.12%	172
2022 Q1	–	Sell	-5,389	Closed	-$336K	–	253
2021 Q4	$336K	Buy	+5,389	New	+$316K	0.03%	407
2021 Q3	–	Sell	-3,985	Closed	-$266K	–	250
2021 Q2	$266K	Buy	+3,985	New	+$260K	0.03%	412

Other funds holding BMY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisor Resource Council's BMY Position: Q2 2025 in Review

Advisor Resource Council sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 4,096 shares — an estimated $245K sold.

Advisor Resource Council first reported a position in BMY in Q2 2021 and held it in 5 quarters. The position peaked at $1.27M in Q2 2022. 2,297 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Advisor Resource Council reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 4,096 Bristol-Myers Squibb shares in Q2 2025, an estimated $245K.
Advisor Resource Council first reported a position in Bristol-Myers Squibb in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's Bristol-Myers Squibb position peaked at $1.27M in Q2 2022.
2,297 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.