Brendel Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Brendel Financial 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 Q2	–	Sell	-4,772	Closed	-$291K	–	102
2025 Q1	$291K	Hold	4,772	–	–	0.18%	77
2024 Q4	$270K	Sell	4,772 -37	-0.8%	-$2.07K	0.16%	75
2024 Q3	$249K	Sell	4,809 -113	-2%	-$5.3K	0.14%	82
2024 Q2	$204K	Buy	+4,922	New	+$220K	0.13%	85
2024 Q1	–	Sell	-4,922	Closed	-$253K	–	62
2023 Q4	$253K	Buy	+4,922	New	+$258K	0.17%	79
2023 Q2	–	Sell	-4,976	Closed	-$345K	–	56
2023 Q1	$345K	Buy	+4,976	New	+$351K	0.26%	64
2022 Q3	–	Sell	-4,976	Closed	-$383K	–	48
2022 Q2	$383K	Hold	4,976	–	–	0.33%	68
2022 Q1	$363K	Hold	4,976	–	–	0.2%	82
2021 Q4	$310K	Buy	+4,976	New	+$292K	0.16%	87
2021 Q3	–	Sell	-4,976	Closed	-$332K	–	91
2021 Q2	$332K	Hold	4,976	–	–	0.18%	85
2021 Q1	$314K	Hold	4,976	–	–	0.21%	74
2020 Q4	$309K	Sell	4,976 -15	-0.3%	-$922	0.21%	72
2020 Q3	$301K	Sell	4,991 -129	-3%	-$7.76K	0.24%	69
2020 Q2	$301K	Sell	5,120 -87	-2%	-$5.2K	0.26%	73
2020 Q1	$290K	Hold	5,207	–	–	0.34%	62
2019 Q4	$334K	Hold	5,207	–	–	0.28%	70
2019 Q3	$264K	Hold	5,207	–	–	0.24%	73
2019 Q2	$236K	Buy	5,207 +423	+9%	+$19.7K	0.23%	68
2019 Q1	$228K	Sell	4,784 -61	-1%	-$3.04K	0.2%	72
2018 Q4	$252K	Buy	+4,845	New	+$260K	0.29%	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 $3.37T AUM 44.26% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Brendel Financial Advisors's BMY Position: Q2 2025 in Review

Brendel Financial Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 4,772 shares — an estimated $291K sold.

Brendel Financial Advisors first reported a position in BMY in Q4 2018 and held it in 20 quarters. The position peaked at $383K in Q2 2022. 2,298 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Brendel Financial Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Brendel Financial Advisors sold 4,772 Bristol-Myers Squibb shares in Q2 2025, an estimated $291K.
Brendel Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2018 and held it in 20 quarters.
Brendel Financial Advisors's Bristol-Myers Squibb position peaked at $383K in Q2 2022.
2,298 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Brendel Financial Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.