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

Baron 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
-4,347
Closed -$265K – 247
2025
Q1 		$265K Buy
4,347
+18
+0.4% +$1.05K 0.12% 147
2024
Q4 		$245K Buy
4,329
+268
+7% +$15K 0.12% 149
2024
Q3 		$210K Buy
+4,061
New +$191K 0.1% 187

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Baron Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 4,347 shares — an estimated $265K sold.

Baron Wealth Management first reported a position in BMY in Q3 2024 and held it in 3 quarters. The position peaked at $265K in Q1 2025. 2,293 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

  • Baron Wealth Management reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
  • Baron Wealth Management sold 4,347 Bristol-Myers Squibb shares in Q2 2025, an estimated $265K.
  • Baron Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2024 and held it in 3 quarters.
  • Baron Wealth Management's Bristol-Myers Squibb position peaked at $265K in Q1 2025.
  • 2,293 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Baron Wealth Management's 13F filing for Q2 2025, filed 9 Jul 2025.