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

Atticus 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
Q3 		– Sell
-155
Closed -$7.19K – 253
2025
Q2 		$7.19K Sell
155
-852
-85% -$41.8K ﹤0.01% 505
2025
Q1 		$61.4K Buy
1,007
+1
+0.1% +$58 0.02% 212
2024
Q4 		$56.9K Buy
1,006
+1
+0.1% +$56 0.02% 233
2024
Q3 		$52K Sell
1,005
-261
-21% -$12.2K 0.02% 242
2024
Q2 		$52.6K Sell
1,266
-1,550
-55% -$69.4K 0.02% 230
2024
Q1 		$153K Sell
2,816
-1,723
-38% -$87.8K 0.05% 134
2023
Q4 		$233K Buy
4,539
+1,334
+42% +$70K 0.08% 114
2023
Q3 		$186K Sell
3,205
-470
-13% -$28.8K 0.07% 133
2023
Q2 		$235K Sell
3,675
-128
-3% -$8.58K 0.09% 120
2023
Q1 		$264K Buy
3,803
+706
+23% +$49.8K 0.1% 111
2022
Q4 		$223K Sell
3,097
-185
-6% -$13.9K 0.09% 120
2022
Q3 		$253K Hold
3,282
– – 0.12% 102
2022
Q2 		$253K Buy
3,282
+3,166
+2,729% +$241K 0.11% 117
2022
Q1 		$8K Sell
116
-784
-87% -$52.6K ﹤0.01% 419
2021
Q4 		$56K Buy
+900
New +$52.8K 0.02% 213
2021
Q3 		– Sell
-1,978
Closed -$132K – 408
2021
Q2 		$132K Sell
1,978
-10
-0.5% -$652 0.06% 144
2021
Q1 		$125K Sell
1,988
-231
-10% -$14.4K 0.06% 141
2020
Q4 		$138K Buy
2,219
+5
+0.2% +$307 0.07% 133
2020
Q3 		$134K Sell
2,214
-503
-19% -$30.3K 0.08% 112
2020
Q2 		$160K Sell
2,717
-559
-17% -$33.4K 0.11% 99
2020
Q1 		$183K Sell
3,276
-643
-16% -$39.3K 0.15% 81
2019
Q4 		$252K Buy
+3,919
New +$224K 0.16% 74

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atticus Wealth Management's BMY Position: Q3 2025 in Review

Atticus Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 155 shares — an estimated $7.19K sold.

Atticus Wealth Management first reported a position in BMY in Q4 2019 and held it in 22 quarters. The position peaked at $264K in Q1 2023. 2,275 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

  • Atticus Wealth Management reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 155 Bristol-Myers Squibb shares in Q3 2025, an estimated $7.19K.
  • Atticus Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 22 quarters.
  • Atticus Wealth Management's Bristol-Myers Squibb position peaked at $264K in Q1 2023.
  • 2,275 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.