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Beacon Capital Management LLC (Tennessee)’s Bristol-Myers Squibb BMY Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 		– Sell
-3,073
Closed -$142K – 241
2025
Q2 		$142K Buy
3,073
+150
+5% +$7.36K 0.02% 159
2025
Q1 		$178K Buy
2,923
+39
+1% +$2.27K 0.02% 126
2024
Q4 		$163K Sell
2,884
-18
-0.6% -$1.01K 0.02% 133
2024
Q3 		$150K Buy
2,902
+258
+10% +$12.1K 0.02% 150
2024
Q2 		$110K Sell
2,644
-46
-2% -$2.06K 0.02% 162
2024
Q1 		$146K Sell
2,690
-84
-3% -$4.28K 0.03% 132
2023
Q4 		$161K Sell
2,774
-294
-10% -$15.4K 0.05% 105
2023
Q3 		$196K Hold
3,068
– – 0.05% 94
2023
Q2 		$196K Buy
3,068
+5
+0.2% +$335 0.05% 94
2023
Q1 		$212K Buy
3,063
+5
+0.2% +$353 0.06% 84
2022
Q4 		$220K Buy
3,058
+487
+19% +$36.7K 0.07% 79
2022
Q3 		$198K Sell
2,571
-15
-0.6% -$1.09K 0.07% 83
2022
Q2 		$188K Hold
2,586
– – 0.05% 101
2022
Q1 		$188K Buy
+2,586
New +$174K 0.04% 101

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s BMY Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 3,073 shares — an estimated $142K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in BMY in Q1 2022 and held it in 14 quarters. The position peaked at $220K in Q4 2022. 2,267 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 3,073 Bristol-Myers Squibb shares in Q3 2025, an estimated $142K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Bristol-Myers Squibb in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Bristol-Myers Squibb position peaked at $220K in Q4 2022.
  • 2,267 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.