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Beam Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Beam Wealth 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
Q3 		– Sell
-11,892
Closed -$550K – 110
2025
Q2 		$550K Sell
11,892
-273
-2% -$13.4K 0.16% 89
2025
Q1 		$742K Sell
12,165
-800
-6% -$46.6K 0.25% 77
2024
Q4 		$733K Sell
12,965
-1,369
-10% -$76.5K 0.23% 80
2024
Q3 		$742K Buy
14,334
+599
+4% +$28.1K 0.22% 77
2024
Q2 		$570K Buy
+13,735
New +$615K 0.19% 82

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

Beam Wealth Advisors's BMY Position: Q3 2025 in Review

Beam Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 11,892 shares — an estimated $550K sold.

Beam Wealth Advisors first reported a position in BMY in Q2 2024 and held it in 5 quarters. The position peaked at $742K in Q1 2025. 2,274 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

  • Beam Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
  • Beam Wealth Advisors sold 11,892 Bristol-Myers Squibb shares in Q3 2025, an estimated $550K.
  • Beam Wealth Advisors first reported a position in Bristol-Myers Squibb in Q2 2024 and held it in 5 quarters.
  • Beam Wealth Advisors's Bristol-Myers Squibb position peaked at $742K in Q1 2025.
  • 2,274 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Beam Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.