Blackston Financial Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

Blackston Financial Advisory Group’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 Q1	–	Sell	-3,996	Closed	-$226K	–	98
2024 Q4	$226K	Sell	3,996 -164	-4%	-$9.16K	0.11%	126
2024 Q3	$215K	Buy	+4,160	New	+$195K	0.11%	125
2024 Q1	–	Sell	-4,267	Closed	-$219K	–	65
2023 Q4	$219K	Sell	4,267 -338	-7%	-$17.7K	0.14%	88
2023 Q3	$267K	Sell	4,605 -431	-9%	-$26.4K	0.19%	74
2023 Q2	$322K	Sell	5,036 -221	-4%	-$14.8K	0.23%	66
2023 Q1	$364K	Sell	5,257 -62	-1%	-$4.37K	0.27%	65
2022 Q4	$383K	Sell	5,319 -373	-7%	-$28.1K	0.28%	56
2022 Q3	$441K	Buy	5,692 +409	+8%	+$29.7K	0.31%	50
2022 Q2	$397K	Sell	5,283 -766	-13%	-$58.3K	0.26%	53
2022 Q1	$358K	Buy	6,049 +1,404	+30%	+$94.3K	0.23%	52
2021 Q4	$290K	Buy	+4,645	New	+$272K	0.17%	68

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blackston Financial Advisory Group's BMY Position: Q1 2025 in Review

Blackston Financial Advisory Group sold out of Bristol-Myers Squibb (BMY) in Q1 2025, closing a stake of 3,996 shares — an estimated $226K sold.

Blackston Financial Advisory Group first reported a position in BMY in Q4 2021 and held it in 11 quarters. The position peaked at $441K in Q3 2022. 2,486 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

Blackston Financial Advisory Group reported no remaining Bristol-Myers Squibb position as of Q1 2025 after selling out during the quarter.
Blackston Financial Advisory Group sold 3,996 Bristol-Myers Squibb shares in Q1 2025, an estimated $226K.
Blackston Financial Advisory Group first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 11 quarters.
Blackston Financial Advisory Group's Bristol-Myers Squibb position peaked at $441K in Q3 2022.
2,486 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2025, filed 17 Apr 2025.