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Barry Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Barry Investment Advisors’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
-9,062
Closed -$553K – 105
2025
Q1 		$553K Buy
9,062
+52
+0.6% +$3.03K 0.15% 65
2024
Q4 		$510K Sell
9,010
-1,612
-15% -$90.1K 0.16% 68
2024
Q3 		$550K Sell
10,622
-3,524
-25% -$165K 0.17% 64
2024
Q2 		$587K Buy
14,146
+2,794
+25% +$125K 0.2% 65
2024
Q1 		$616K Sell
11,352
-315
-3% -$16K 0.21% 61
2023
Q4 		$599K Sell
11,667
-118
-1% -$6.19K 0.2% 58
2023
Q3 		$684K Buy
11,785
+19
+0.2% +$1.16K 0.25% 58
2023
Q2 		$752K Sell
11,766
-751
-6% -$50.4K 0.25% 60
2023
Q1 		$868K Sell
12,517
-156
-1% -$11K 0.28% 54
2022
Q4 		$912K Sell
12,673
-459
-3% -$34.6K 0.29% 54
2022
Q3 		$934K Sell
13,132
-53
-0.4% -$3.85K 0.32% 46
2022
Q2 		$1.01M Sell
13,185
-246
-2% -$18.7K 0.3% 50
2022
Q1 		$981K Sell
13,431
-159
-1% -$10.7K 0.26% 55
2021
Q4 		$847K Buy
13,590
+1,791
+15% +$105K 0.22% 56
2021
Q3 		$698K Buy
11,799
+463
+4% +$30.5K 0.19% 56
2021
Q2 		$757K Buy
11,336
+2,006
+22% +$131K 0.2% 59
2021
Q1 		$589K Buy
9,330
+2,352
+34% +$146K 0.16% 65
2020
Q4 		$433K Buy
+6,978
New +$429K 0.13% 70

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

Barry Investment Advisors's BMY Position: Q2 2025 in Review

Barry Investment Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 9,062 shares — an estimated $553K sold.

Barry Investment Advisors first reported a position in BMY in Q4 2020 and held it in 18 quarters. The position peaked at $1.01M in Q2 2022. 2,292 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

  • Barry Investment Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
  • Barry Investment Advisors sold 9,062 Bristol-Myers Squibb shares in Q2 2025, an estimated $553K.
  • Barry Investment Advisors first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 18 quarters.
  • Barry Investment Advisors's Bristol-Myers Squibb position peaked at $1.01M in Q2 2022.
  • 2,292 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Barry Investment Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.