Auxano Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Auxano Advisors’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	–	Sell	-4,371	Closed	-$267K	–	164
2025 Q1	$267K	Sell	4,371 -144	-3%	-$8.39K	0.07%	135
2024 Q4	$255K	Buy	4,515 +117	+3%	+$6.54K	0.06%	141
2024 Q3	$228K	Buy	+4,398	New	+$206K	0.06%	147
2024 Q2	–	Sell	-4,448	Closed	-$241K	–	151
2024 Q1	$241K	Buy	+4,448	New	+$227K	0.07%	135
2023 Q3	–	Sell	-2,920	Closed	-$202K	–	101
2023 Q2	$202K	Hold	2,920	–	–	0.08%	102
2023 Q1	$202K	Hold	2,920	–	–	0.08%	102
2022 Q4	$210K	Hold	2,920	–	–	0.1%	91
2022 Q3	$208K	Buy	2,920 +116	+4%	+$8.41K	0.1%	91
2022 Q2	$216K	Hold	2,804	–	–	0.11%	73
2022 Q1	$205K	Buy	+2,804	New	+$188K	0.09%	79

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 $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Auxano Advisors's BMY Position: Q2 2025 in Review

Auxano Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 4,371 shares — an estimated $267K sold.

Auxano Advisors first reported a position in BMY in Q1 2022 and held it in 10 quarters. The position peaked at $267K in Q1 2025. 2,299 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Auxano Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Auxano Advisors sold 4,371 Bristol-Myers Squibb shares in Q2 2025, an estimated $267K.
Auxano Advisors first reported a position in Bristol-Myers Squibb in Q1 2022 and held it in 10 quarters.
Auxano Advisors's Bristol-Myers Squibb position peaked at $267K in Q1 2025.
2,299 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Auxano Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.