Argonautica Private Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Argonautica Private 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 Q1	–	Sell	-5,843	Closed	-$330K	–	183
2024 Q4	$330K	Sell	5,843 -59	-1%	-$3.3K	0.11%	154
2024 Q3	$305K	Buy	5,902 +60	+1%	+$2.81K	0.1%	165
2024 Q2	$243K	Hold	5,842	–	–	0.08%	187
2024 Q1	$317K	Buy	5,842 +659	+13%	+$33.6K	0.11%	156
2023 Q4	$266K	Sell	5,183 -747	-13%	-$39.2K	0.11%	167
2023 Q3	$344K	Hold	5,930	–	–	0.15%	127
2023 Q2	$379K	Sell	5,930 -42	-0.7%	-$2.82K	0.17%	110
2023 Q1	$414K	Buy	5,972 +7	+0.1%	+$494	0.21%	87
2022 Q4	$429K	Buy	+5,965	New	+$450K	0.22%	86

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Argonautica Private Wealth Management's BMY Position: Q1 2025 in Review

Argonautica Private Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q1 2025, closing a stake of 5,843 shares — an estimated $330K sold.

Argonautica Private Wealth Management first reported a position in BMY in Q4 2022 and held it in 9 quarters. The position peaked at $429K in Q4 2022. 2,486 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

Argonautica Private Wealth Management reported no remaining Bristol-Myers Squibb position as of Q1 2025 after selling out during the quarter.
Argonautica Private Wealth Management sold 5,843 Bristol-Myers Squibb shares in Q1 2025, an estimated $330K.
Argonautica Private Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 9 quarters.
Argonautica Private Wealth Management's Bristol-Myers Squibb position peaked at $429K in Q4 2022.
2,486 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Argonautica Private Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.