AXS Investments’s Bristol-Myers Squibb BMY Stock Holding History

AXS Investments’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	-23,273	Closed	-$1.32M	–	209
2024 Q4	$1.32M	Buy	+23,273	New	+$1.3M	0.37%	122
2024 Q2	–	Sell	-24,325	Closed	-$1.32M	–	231
2024 Q1	$1.32M	Sell	24,325 -973	-4%	-$49.6K	0.32%	115
2023 Q4	$1.3M	Buy	25,298 +5,088	+25%	+$267K	0.31%	129
2023 Q3	$1.17M	Buy	20,210 +1,763	+10%	+$108K	0.3%	121
2023 Q2	$1.18M	Buy	18,447 +1,425	+8%	+$95.6K	0.31%	127
2023 Q1	$1.18M	Buy	17,022 +2,369	+16%	+$167K	0.39%	93
2022 Q4	$1.05M	Buy	14,653 +181	+1%	+$13.6K	0.38%	105
2022 Q3	$1.03M	Buy	14,472 +781	+6%	+$56.7K	0.4%	74
2022 Q2	$1.05M	Buy	+13,691	New	+$1.04M	0.37%	73

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

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

AXS Investments's BMY Position: Q1 2025 in Review

AXS Investments sold out of Bristol-Myers Squibb (BMY) in Q1 2025, closing a stake of 23,273 shares — an estimated $1.32M sold.

AXS Investments first reported a position in BMY in Q2 2022 and held it in 9 quarters. The position peaked at $1.32M in Q1 2024. 2,486 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

AXS Investments reported no remaining Bristol-Myers Squibb position as of Q1 2025 after selling out during the quarter.
AXS Investments sold 23,273 Bristol-Myers Squibb shares in Q1 2025, an estimated $1.32M.
AXS Investments first reported a position in Bristol-Myers Squibb in Q2 2022 and held it in 9 quarters.
AXS Investments's Bristol-Myers Squibb position peaked at $1.32M in Q1 2024.
2,486 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on AXS Investments's 13F filing for Q1 2025, filed 9 May 2025.