Apexium Financial’s Bristol-Myers Squibb BMY Stock Holding History

Apexium Financial’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	$313K	Sell	6,950 -149	-2%	-$6.96K	0.02%	240
2025 Q2	$329K	Sell	7,099 -1,959	-22%	-$96.2K	0.02%	224
2025 Q1	$552K	Buy	9,058 +425	+5%	+$24.8K	0.03%	164
2024 Q4	$488K	Sell	8,633 -140	-2%	-$7.82K	0.03%	164
2024 Q3	$454K	Sell	8,773 -487	-5%	-$22.8K	0.03%	148
2024 Q2	$385K	Buy	9,260 +1,552	+20%	+$69.4K	0.03%	157
2024 Q1	$418K	Sell	7,708 -5,130	-40%	-$261K	0.03%	157
2023 Q4	$659K	Buy	12,838 +4,842	+61%	+$254K	0.05%	155
2023 Q3	$464K	Hold	7,996	–	–	0.05%	133
2023 Q2	$511K	Buy	7,996 +965	+14%	+$64.7K	0.05%	133
2023 Q1	$487K	Hold	7,031	–	–	0.05%	132
2022 Q4	$506K	Sell	7,031 -234	-3%	-$17.6K	0.05%	133
2022 Q3	$516K	Buy	+7,265	New	+$527K	0.06%	121
2020 Q1	–	Sell	-3,207	Closed	-$206K	–	65
2019 Q4	$206K	Buy	+3,207	New	+$184K	0.27%	68

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

Apexium Financial's BMY Position: Q3 2025 in Review

Apexium Financial reduced its Bristol-Myers Squibb (BMY) stake by 2.1% in Q3 2025, selling an estimated $6.96K and leaving 6,950 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #240.

Apexium Financial first reported a position in BMY in Q4 2019 and has held it in 14 quarters since. The position peaked at $659K in Q4 2023. 2,267 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

Apexium Financial held 6,950 shares of Bristol-Myers Squibb worth $313K as of Q3 2025.
Apexium Financial sold 149 Bristol-Myers Squibb shares in Q3 2025, an estimated $6.96K.
Bristol-Myers Squibb made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #240 holding.
Apexium Financial first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 14 quarters since.
Apexium Financial's Bristol-Myers Squibb position peaked at $659K in Q4 2023.
2,267 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.