Authentikos Wealth Advisory’s Bristol-Myers Squibb BMY Stock Holding History

Authentikos Wealth Advisory’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	-4,700	Closed	-$266K	–	65
2024 Q4	$266K	Buy	+4,700	New	+$263K	0.26%	65
2024 Q2	–	Sell	-4,431	Closed	-$240K	–	42
2024 Q1	$240K	Buy	4,431 +31	+0.7%	+$1.58K	0.24%	54
2023 Q4	$226K	Hold	4,400	–	–	0.24%	54
2023 Q3	$255K	Sell	4,400 -7	-0.2%	-$429	0.25%	51
2023 Q2	$282K	Hold	4,407	–	–	0.27%	51
2023 Q1	$317K	Buy	+4,407	New	+$311K	0.32%	47

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 $3.37T AUM 44.26% 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

Authentikos Wealth Advisory's BMY Position: Q1 2025 in Review

Authentikos Wealth Advisory sold out of Bristol-Myers Squibb (BMY) in Q1 2025, closing a stake of 4,700 shares — an estimated $266K sold.

Authentikos Wealth Advisory first reported a position in BMY in Q1 2023 and held it in 6 quarters. The position peaked at $317K in Q1 2023. 2,485 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

Authentikos Wealth Advisory reported no remaining Bristol-Myers Squibb position as of Q1 2025 after selling out during the quarter.
Authentikos Wealth Advisory sold 4,700 Bristol-Myers Squibb shares in Q1 2025, an estimated $266K.
Authentikos Wealth Advisory first reported a position in Bristol-Myers Squibb in Q1 2023 and held it in 6 quarters.
Authentikos Wealth Advisory's Bristol-Myers Squibb position peaked at $317K in Q1 2023.
2,485 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Authentikos Wealth Advisory's 13F filing for Q1 2025, filed 17 Apr 2025.