BFS
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Bard Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

Bard Financial 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
Q3 		$1.93M Buy
42,860
+1,550
+4% +$72.4K 0.21% 90
2025
Q2 		$1.91M Buy
41,310
+245
+0.6% +$12K 0.23% 85
2025
Q1 		$2.5M Buy
41,065
+1,665
+4% +$97.1K 0.31% 75
2024
Q4 		$2.23M Sell
39,400
-775
-2% -$43.3K 0.27% 82
2024
Q3 		$2.08M Sell
40,175
-10,465
-21% -$491K 0.25% 84
2024
Q2 		$2.1M Sell
50,640
-6,625
-12% -$296K 0.22% 85
2024
Q1 		$3.11M Sell
57,265
-5,000
-8% -$255K 0.33% 70
2023
Q4 		$3.19M Sell
62,265
-3,070
-5% -$161K 0.36% 64
2023
Q3 		$3.79M Buy
65,335
+350
+0.5% +$21.4K 0.47% 55
2023
Q2 		$4.16M Hold
64,985
– – 0.31% 75
2023
Q1 		$4.5M Sell
64,985
-75
-0.1% -$5.29K 0.36% 72
2022
Q4 		$4.68M Sell
65,060
-825
-1% -$62.2K 0.4% 63
2022
Q3 		$4.68M Sell
65,885
-700
-1% -$50.8K 0.44% 55
2022
Q2 		$5.13M Sell
66,585
-500
-0.7% -$38.1K 0.47% 52
2022
Q1 		$4.9M Buy
67,085
+530
+0.8% +$35.6K 0.4% 62
2021
Q4 		$4.15M Sell
66,555
-150
-0.2% -$8.8K 0.33% 71
2021
Q3 		$3.95M Buy
66,705
+355
+0.5% +$23.4K 0.35% 74
2021
Q2 		$4.43M Sell
66,350
-250
-0.4% -$16.3K 0.39% 65
2021
Q1 		$4.2M Buy
66,600
+4,325
+7% +$269K 0.41% 69
2020
Q4 		$3.86M Buy
+62,275
New +$3.83M 0.39% 69

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bard Financial Services's BMY Position: Q3 2025 in Review

Bard Financial Services increased its Bristol-Myers Squibb (BMY) stake by 3.8% in Q3 2025, buying an estimated $72.4K and bringing the position to 42,860 shares worth $1.93M. The position accounts for 0.21% of the portfolio, ranked #90.

Bard Financial Services first reported a position in BMY in Q4 2020 and has held it in 20 quarters since. The position peaked at $5.13M in Q2 2022. 2,274 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

  • Bard Financial Services held 42,860 shares of Bristol-Myers Squibb worth $1.93M as of Q3 2025.
  • Bard Financial Services bought 1,550 Bristol-Myers Squibb shares in Q3 2025, an estimated $72.4K.
  • Bristol-Myers Squibb made up 0.21% of Bard Financial Services's portfolio in Q3 2025, its #90 holding.
  • Bard Financial Services first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Bristol-Myers Squibb position peaked at $5.13M in Q2 2022.
  • 2,274 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.