Brass Tax Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Brass Tax 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 Q3	$605K	Sell	13,405 -76	-0.6%	-$3.55K	0.1%	107
2025 Q2	$624K	Sell	13,481 -1,073	-7%	-$52.7K	0.12%	91
2025 Q1	$888K	Buy	14,554 +483	+3%	+$28.2K	0.19%	61
2024 Q4	$796K	Buy	14,071 +120	+0.9%	+$6.71K	0.17%	66
2024 Q3	$722K	Buy	13,951 +8,184	+142%	+$384K	0.15%	69
2024 Q2	$239K	Buy	+5,767	New	+$258K	0.1%	120

Other funds holding BMY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brass Tax Wealth Management's BMY Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 0.56% in Q3 2025, selling an estimated $3.55K and leaving 13,405 shares worth $605K. The position accounts for 0.1% of the portfolio, ranked #107.

Brass Tax Wealth Management first reported a position in BMY in Q2 2024 and has held it in 6 quarters since. The position peaked at $888K in Q1 2025. 2,268 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

Brass Tax Wealth Management held 13,405 shares of Bristol-Myers Squibb worth $605K as of Q3 2025.
Brass Tax Wealth Management sold 76 Bristol-Myers Squibb shares in Q3 2025, an estimated $3.55K.
Bristol-Myers Squibb made up 0.1% of Brass Tax Wealth Management's portfolio in Q3 2025, its #107 holding.
Brass Tax Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2024 and has held it in 6 quarters since.
Brass Tax Wealth Management's Bristol-Myers Squibb position peaked at $888K in Q1 2025.
2,268 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.