Avantax Advisory Services’s Bristol-Myers Squibb BMY Stock Holding History

Avantax Advisory Services’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	$10.1M	Sell	218,152 -16,048	-7%	-$788K	0.06%	266
2025 Q1	$14.3M	Buy	234,200 +15,977	+7%	+$931K	0.09%	178
2024 Q4	$12.3M	Buy	218,223 +33,423	+18%	+$1.87M	0.08%	189
2024 Q3	$9.56M	Buy	184,800 +25,720	+16%	+$1.21M	0.06%	228
2024 Q2	$6.61M	Buy	159,080 +89,119	+127%	+$3.99M	0.05%	297
2024 Q1	$3.79M	Buy	69,961 +2,336	+3%	+$119K	0.03%	372
2023 Q4	$3.47M	Sell	67,625 -1,025	-1%	-$53.8K	0.03%	353
2023 Q3	$3.98M	Sell	68,650 -3,072	-4%	-$188K	0.04%	298
2023 Q2	$4.59M	Sell	71,722 -2,733	-4%	-$183K	0.05%	273
2023 Q1	$5.16M	Buy	74,455 +9,529	+15%	+$672K	0.06%	240
2022 Q4	$4.67M	Buy	64,926 +6,360	+11%	+$480K	0.06%	239
2022 Q3	$4.16M	Buy	58,566 +5,349	+10%	+$388K	0.06%	232
2022 Q2	$4.1M	Buy	53,217 +4,548	+9%	+$346K	0.06%	235
2022 Q1	$3.55M	Buy	48,669 +2,565	+6%	+$172K	0.05%	269
2021 Q4	$2.87M	Sell	46,104 -1,706	-4%	-$100K	0.04%	298
2021 Q3	$2.84M	Buy	47,810 +1,936	+4%	+$127K	0.05%	275
2021 Q2	$3.06M	Buy	45,874 +2,943	+7%	+$192K	0.06%	251
2021 Q1	$2.71M	Sell	42,931 -2,444	-5%	-$152K	0.06%	245
2020 Q4	$2.81M	Sell	45,375 -42,334	-48%	-$2.6M	0.07%	206
2020 Q3	$5.29M	Buy	87,709 +36,761	+72%	+$2.21M	0.08%	202
2020 Q2	$3M	Buy	50,948 +13,406	+36%	+$802K	0.09%	166
2020 Q1	$2.1M	Sell	37,542 -1,790	-5%	-$109K	0.06%	186
2019 Q4	$2.52M	Buy	39,332 +19,950	+103%	+$1.14M	0.06%	179
2019 Q3	$983K	Buy	19,382 +51	+0.3%	+$2.4K	0.04%	214
2019 Q2	$877K	Buy	19,331 +3,675	+23%	+$171K	0.04%	213
2019 Q1	$747K	Buy	15,656 +3,651	+30%	+$182K	0.04%	221
2018 Q4	$624K	Buy	+12,005	New	+$645K	0.1%	192

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

Avantax Advisory Services's BMY Position: Q2 2025 in Review

Avantax Advisory Services reduced its Bristol-Myers Squibb (BMY) stake by 6.9% in Q2 2025, selling an estimated $788K and leaving 218,152 shares worth $10.1M. The position accounts for 0.06% of the portfolio, ranked #266.

Avantax Advisory Services first reported a position in BMY in Q4 2018 and has held it in 27 quarters since. The position peaked at $14.3M in Q1 2025. 2,292 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Avantax Advisory Services held 218,152 shares of Bristol-Myers Squibb worth $10.1M as of Q2 2025.
Avantax Advisory Services sold 16,048 Bristol-Myers Squibb shares in Q2 2025, an estimated $788K.
Bristol-Myers Squibb made up 0.06% of Avantax Advisory Services's portfolio in Q2 2025, its #266 holding.
Avantax Advisory Services first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's Bristol-Myers Squibb position peaked at $14.3M in Q1 2025.
2,292 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.