Blueprint Investment Partners’s Bristol-Myers Squibb BMY Stock Holding History

Blueprint Investment Partners’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	-10,659	Closed	-$603K	–	110
2024 Q4	$603K	Buy	10,659 +3,601	+51%	+$201K	0.1%	111
2024 Q3	$365K	Buy	7,058 +1,269	+22%	+$59.5K	0.07%	124
2024 Q2	$240K	Sell	5,789 -629	-10%	-$28.1K	0.05%	117
2024 Q1	$348K	Sell	6,418 -28	-0.4%	-$1.43K	0.07%	107
2023 Q4	$331K	Buy	+6,446	New	+$338K	0.09%	93
2023 Q1	–	Sell	-10,830	Closed	-$779K	–	239
2022 Q4	$779K	Buy	10,830 +3,338	+45%	+$252K	0.17%	91
2022 Q3	$533K	Sell	7,492 -2,608	-26%	-$189K	0.15%	76
2022 Q2	$778K	Buy	10,100 +1,559	+18%	+$119K	0.21%	69
2022 Q1	$624K	Buy	+8,541	New	+$573K	0.16%	90
2021 Q4	–	Sell	-4,105	Closed	-$243K	–	244
2021 Q3	$243K	Buy	+4,105	New	+$270K	0.12%	116

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

Blueprint Investment Partners's BMY Position: Q1 2025 in Review

Blueprint Investment Partners sold out of Bristol-Myers Squibb (BMY) in Q1 2025, closing a stake of 10,659 shares — an estimated $603K sold.

Blueprint Investment Partners first reported a position in BMY in Q3 2021 and held it in 10 quarters. The position peaked at $779K in Q4 2022. 2,486 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

Blueprint Investment Partners reported no remaining Bristol-Myers Squibb position as of Q1 2025 after selling out during the quarter.
Blueprint Investment Partners sold 10,659 Bristol-Myers Squibb shares in Q1 2025, an estimated $603K.
Blueprint Investment Partners first reported a position in Bristol-Myers Squibb in Q3 2021 and held it in 10 quarters.
Blueprint Investment Partners's Bristol-Myers Squibb position peaked at $779K in Q4 2022.
2,486 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Blueprint Investment Partners's 13F filing for Q1 2025, filed 12 May 2025.