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

Aviso 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 Q2	–	Sell	-4,308	Closed	-$263K	–	145
2025 Q1	$263K	Sell	4,308 -2,444	-36%	-$142K	0.14%	121
2024 Q4	$382K	Sell	6,752 -141	-2%	-$7.88K	0.19%	102
2024 Q3	$357K	Sell	6,893 -4,248	-38%	-$199K	0.19%	106
2024 Q2	$463K	Sell	11,141 -5,933	-35%	-$265K	0.27%	83
2024 Q1	$926K	Buy	17,074 +12,551	+277%	+$639K	0.58%	45
2023 Q4	$232K	Buy	+4,523	New	+$237K	0.17%	128

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

Aviso Wealth Management's BMY Position: Q2 2025 in Review

Aviso Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 4,308 shares — an estimated $263K sold.

Aviso Wealth Management first reported a position in BMY in Q4 2023 and held it in 6 quarters. The position peaked at $926K in Q1 2024. 2,293 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Aviso Wealth Management reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Aviso Wealth Management sold 4,308 Bristol-Myers Squibb shares in Q2 2025, an estimated $263K.
Aviso Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2023 and held it in 6 quarters.
Aviso Wealth Management's Bristol-Myers Squibb position peaked at $926K in Q1 2024.
2,293 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Aviso Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.