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
2022 Q3	–	Sell	-10,934	Closed	-$892K	–	1762
2022 Q2	$892K	Buy	+10,934	New	+$833K	0.02%	744

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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. 2,292 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.
2,292 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.