Bradley & Co Private Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Bradley & Co Private Wealth Management’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 Q4	–	Sell	-867	Closed	-$39.1K	–	217
2025 Q3	$39.1K	Hold	867	–	–	0.02%	88
2025 Q2	$40.1K	Hold	867	–	–	0.02%	82
2025 Q1	$52.9K	Hold	867	–	–	0.04%	74
2024 Q4	$49K	Buy	+867	New	+$48.4K	0.03%	74
2024 Q2	$36K	Hold	867	–	–	0.03%	76
2024 Q1	$47K	Hold	867	–	–	0.04%	71
2023 Q4	$44.5K	Hold	867	–	–	0.04%	66
2023 Q3	$50.3K	Hold	867	–	–	0.05%	58
2023 Q2	$55.4K	Hold	867	–	–	0.05%	54
2023 Q1	$60.1K	Hold	867	–	–	0.07%	53
2022 Q4	$62.4K	Hold	867	–	–	0.08%	52
2022 Q3	$62K	Hold	867	–	–	0.07%	58
2022 Q2	$67K	Hold	867	–	–	0.07%	74
2022 Q1	$63K	Hold	867	–	–	0.05%	79
2021 Q4	$54K	Hold	867	–	–	0.04%	88
2021 Q3	$51K	Hold	867	–	–	0.04%	90
2021 Q2	$58K	Hold	867	–	–	0.05%	88
2021 Q1	$55K	Buy	+867	New	+$53.9K	0.05%	89

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bradley & Co Private Wealth Management's BMY Position: Q4 2025 in Review

Bradley & Co Private Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 867 shares — an estimated $39.1K sold.

Bradley & Co Private Wealth Management first reported a position in BMY in Q1 2021 and held it in 18 quarters. The position peaked at $67K in Q2 2022. 2,454 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

Bradley & Co Private Wealth Management reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 867 Bristol-Myers Squibb shares in Q4 2025, an estimated $39.1K.
Bradley & Co Private Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2021 and held it in 18 quarters.
Bradley & Co Private Wealth Management's Bristol-Myers Squibb position peaked at $67K in Q2 2022.
2,454 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Bradley & Co Private Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.