Arbor Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Arbor Investment Advisors’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	–	Sell	-4,483	Closed	-$208K	–	132
2025 Q2	$208K	Buy	4,483 +14	+0.3%	+$687	0.03%	109
2025 Q1	$273K	Buy	+4,469	New	+$260K	0.04%	87
2023 Q4	–	Sell	-3,642	Closed	-$211K	–	104
2023 Q3	$211K	Hold	3,642	–	–	0.04%	97
2023 Q2	$233K	Hold	3,642	–	–	0.04%	93
2023 Q1	$252K	Sell	3,642 -22	-0.6%	-$1.55K	0.05%	89
2022 Q4	$264K	Buy	3,664 +385	+12%	+$29K	0.05%	83
2022 Q3	$233K	Hold	3,279	–	–	0.06%	70
2022 Q2	$252K	Buy	3,279 +40	+1%	+$3.05K	0.05%	86
2022 Q1	$237K	Buy	+3,239	New	+$217K	0.05%	109

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

Arbor Investment Advisors's BMY Position: Q3 2025 in Review

Arbor Investment Advisors sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 4,483 shares — an estimated $208K sold.

Arbor Investment Advisors first reported a position in BMY in Q1 2022 and held it in 9 quarters. The position peaked at $273K in Q1 2025. 2,267 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

Arbor Investment Advisors reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
Arbor Investment Advisors sold 4,483 Bristol-Myers Squibb shares in Q3 2025, an estimated $208K.
Arbor Investment Advisors first reported a position in Bristol-Myers Squibb in Q1 2022 and held it in 9 quarters.
Arbor Investment Advisors's Bristol-Myers Squibb position peaked at $273K in Q1 2025.
2,267 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Arbor Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.