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Aspire Private Capital’s Bristol-Myers Squibb BMY Stock Holding History

Aspire Private Capital’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
Q4 		– Sell
-5,479
Closed -$247K – 172
2025
Q3 		$247K Sell
5,479
-3,165
-37% -$148K 0.05% 164
2025
Q2 		$400K Sell
8,644
-127
-1% -$6.23K 0.09% 141
2025
Q1 		$535K Buy
8,771
+1,129
+15% +$65.8K 0.13% 124
2024
Q4 		$432K Buy
7,642
+1,504
+25% +$84K 0.11% 124
2024
Q3 		$318K Buy
6,138
+1,008
+20% +$47.3K 0.08% 133
2024
Q2 		$213K Sell
5,130
-9,207
-64% -$412K 0.05% 149
2024
Q1 		$778K Buy
14,337
+3,141
+28% +$160K 0.2% 86
2023
Q4 		$575K Buy
11,196
+7,812
+231% +$410K 0.17% 93
2023
Q3 		$196K Sell
3,384
-8,195
-71% -$502K 0.06% 127
2023
Q2 		$740K Buy
11,579
+913
+9% +$61.2K 0.24% 61
2023
Q1 		$739K Buy
10,666
+956
+10% +$67.4K 0.25% 57
2022
Q4 		$699K Buy
9,710
+1,704
+21% +$128K 0.25% 56
2022
Q3 		$569K Buy
8,006
+7,844
+4,842% +$569K 0.22% 60
2022
Q2 		$12K Buy
162
+41
+34% +$3.12K ﹤0.01% 320
2022
Q1 		$9K Sell
121
-89
-42% -$5.98K ﹤0.01% 345
2021
Q4 		$13K Sell
210
-20
-9% -$1.17K ﹤0.01% 317
2021
Q3 		$14K Sell
230
-8,077
-97% -$532K ﹤0.01% 288
2021
Q2 		$555K Buy
8,307
+2,439
+42% +$159K 0.18% 74
2021
Q1 		$370K Buy
5,868
+192
+3% +$11.9K 0.13% 84
2020
Q4 		$352K Sell
5,676
-77
-1% -$4.74K 0.13% 87
2020
Q3 		$347K Buy
5,753
+1,509
+36% +$90.8K 0.14% 84
2020
Q2 		$250K Buy
4,244
+2,442
+136% +$146K 0.12% 85
2020
Q1 		$100K Sell
1,802
-159
-8% -$9.72K 0.05% 116
2019
Q4 		$126K Buy
1,961
+49
+3% +$2.81K 0.05% 144
2019
Q3 		$97K Buy
1,912
+206
+12% +$9.68K 0.05% 162
2019
Q2 		$77K Buy
1,706
+291
+21% +$13.6K 0.04% 173
2019
Q1 		$68K Sell
1,415
-1,664
-54% -$82.9K 0.03% 209
2018
Q4 		$160K Buy
+3,079
New +$165K 0.09% 123

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Aspire Private Capital's BMY Position: Q4 2025 in Review

Aspire Private Capital sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 5,479 shares — an estimated $247K sold.

Aspire Private Capital first reported a position in BMY in Q4 2018 and held it in 28 quarters. The position peaked at $778K in Q1 2024. 2,454 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

  • Aspire Private Capital reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
  • Aspire Private Capital sold 5,479 Bristol-Myers Squibb shares in Q4 2025, an estimated $247K.
  • Aspire Private Capital first reported a position in Bristol-Myers Squibb in Q4 2018 and held it in 28 quarters.
  • Aspire Private Capital's Bristol-Myers Squibb position peaked at $778K in Q1 2024.
  • 2,454 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Aspire Private Capital's 13F filing for Q4 2025, filed 16 Jan 2026.