Amica Retiree Medical Trust’s Bristol-Myers Squibb BMY Stock Holding History

Amica Retiree Medical Trust’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	-2,917	Closed	-$178K	–	138
2025 Q1	$178K	Sell	2,917 -697	-19%	-$40.6K	0.27%	78
2024 Q4	$204K	Sell	3,614 -314	-8%	-$17.5K	0.19%	87
2024 Q3	$203K	Buy	+3,928	New	+$184K	0.17%	86
2023 Q3	$371K	Hold	6,391	–	–	0.44%	74
2023 Q2	$409K	Sell	6,391 -408	-6%	-$27.4K	0.46%	73
2023 Q1	$471K	Buy	6,799 +3,398	+100%	+$240K	0.5%	69
2022 Q4	$245K	Hold	3,401	–	–	0.31%	88
2022 Q3	$242K	Hold	3,401	–	–	0.3%	94
2022 Q2	$262K	Hold	3,401	–	–	0.3%	92
2022 Q1	$248K	Hold	3,401	–	–	0.23%	102
2021 Q4	$212K	Sell	3,401 -3,643	-52%	-$214K	0.18%	101
2021 Q3	$417K	Sell	7,044 -5,014	-42%	-$330K	0.38%	84
2021 Q2	$806K	Hold	12,058	–	–	0.51%	67
2021 Q1	$761K	Hold	12,058	–	–	0.51%	69
2020 Q4	$748K	Hold	12,058	–	–	0.53%	60
2020 Q3	$727K	Hold	12,058	–	–	0.56%	50
2020 Q2	$709K	Hold	12,058	–	–	0.56%	50
2020 Q1	$672K	Hold	12,058	–	–	0.6%	44
2019 Q4	$774K	Buy	12,058 +4,982	+70%	+$285K	0.6%	43
2019 Q3	$359K	Hold	7,076	–	–	0.29%	98
2019 Q2	$321K	Hold	7,076	–	–	0.26%	104
2019 Q1	$338K	Sell	7,076 -2,341	-25%	-$117K	0.3%	97
2018 Q4	$489K	Buy	9,417 +1,479	+19%	+$79.5K	0.47%	54
2018 Q3	$493K	Hold	7,938	–	–	0.41%	73
2018 Q2	$439K	Hold	7,938	–	–	0.38%	80
2018 Q1	$502K	Sell	7,938 -2,006	-20%	-$129K	0.44%	64
2017 Q4	$609K	Hold	9,944	–	–	0.46%	57
2017 Q3	$634K	Hold	9,944	–	–	0.5%	51
2017 Q2	$554K	Hold	9,944	–	–	0.45%	58
2017 Q1	$541K	Hold	9,944	–	–	0.44%	57
2016 Q4	$581K	Hold	9,944	–	–	0.46%	52
2016 Q3	$536K	Sell	9,944 -2,318	-19%	-$149K	0.45%	56
2016 Q2	$902K	Hold	12,262	–	–	0.77%	30
2016 Q1	$783K	Hold	12,262	–	–	0.67%	37
2015 Q4	$844K	Hold	12,262	–	–	0.73%	32
2015 Q3	$726K	Hold	12,262	–	–	0.66%	38
2015 Q2	$816K	Hold	12,262	–	–	0.69%	36
2015 Q1	$791K	Hold	12,262	–	–	0.67%	37
2014 Q4	$724K	Hold	12,262	–	–	0.59%	42
2014 Q3	$628K	Hold	12,262	–	–	0.53%	47
2014 Q2	$595K	Hold	12,262	–	–	0.49%	56
2014 Q1	$637K	Hold	12,262	–	–	0.54%	45
2013 Q4	$652K	Buy	+12,262	New	+$625K	0.57%	45

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Amica Retiree Medical Trust's BMY Position: Q2 2025 in Review

Amica Retiree Medical Trust sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 2,917 shares — an estimated $178K sold.

Amica Retiree Medical Trust first reported a position in BMY in Q4 2013 and held it in 43 quarters. The position peaked at $902K in Q2 2016. 2,293 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Amica Retiree Medical Trust reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Amica Retiree Medical Trust sold 2,917 Bristol-Myers Squibb shares in Q2 2025, an estimated $178K.
Amica Retiree Medical Trust first reported a position in Bristol-Myers Squibb in Q4 2013 and held it in 43 quarters.
Amica Retiree Medical Trust's Bristol-Myers Squibb position peaked at $902K in Q2 2016.
2,293 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Amica Retiree Medical Trust's 13F filing for Q2 2025, filed 7 Aug 2025.