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Atria Wealth Solutions’s Bristol-Myers Squibb BMY Stock Holding History

Atria Wealth Solutions’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 		$2.69M Sell
57,977
-103,860
-64% -$5.1M 0.06% 344
2025
Q1 		$9.87M Sell
161,837
-28,841
-15% -$1.68M 0.12% 183
2024
Q4 		$10.8M Buy
190,678
+21,516
+13% +$1.2M 0.12% 181
2024
Q3 		$8.75M Buy
169,162
+1,986
+1% +$93.2K 0.09% 215
2024
Q2 		$6.94M Sell
167,176
-28,277
-14% -$1.27M 0.08% 260
2024
Q1 		$10.6M Buy
195,453
+7,808
+4% +$398K 0.12% 185
2023
Q4 		$9.63M Sell
187,645
-7,494
-4% -$393K 0.12% 172
2023
Q3 		$11.3M Sell
195,139
-7,563
-4% -$463K 0.16% 140
2023
Q2 		$13M Buy
202,702
+126
+0.1% +$8.45K 0.18% 124
2023
Q1 		$14M Buy
202,576
+8,947
+5% +$631K 0.21% 104
2022
Q4 		$13.9M Sell
193,629
-6,500
-3% -$490K 0.22% 101
2022
Q3 		$14.2M Buy
200,129
+132,499
+196% +$9.61M 0.25% 92
2022
Q2 		$5.21M Sell
67,630
-114,106
-63% -$8.69M 0.1% 227
2022
Q1 		$13.3M Buy
+181,736
New +$12.2M 0.22% 96

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's BMY Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Bristol-Myers Squibb (BMY) stake by 64% in Q2 2025, selling an estimated $5.1M and leaving 57,977 shares worth $2.69M. The position accounts for 0.06% of the portfolio, ranked #344.

Atria Wealth Solutions first reported a position in BMY in Q1 2022 and has held it in 14 quarters since. The position peaked at $14.2M in Q3 2022. 2,297 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

  • Atria Wealth Solutions held 57,977 shares of Bristol-Myers Squibb worth $2.69M as of Q2 2025.
  • Atria Wealth Solutions sold 103,860 Bristol-Myers Squibb shares in Q2 2025, an estimated $5.1M.
  • Bristol-Myers Squibb made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #344 holding.
  • Atria Wealth Solutions first reported a position in Bristol-Myers Squibb in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Bristol-Myers Squibb position peaked at $14.2M in Q3 2022.
  • 2,297 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.