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Briaud Financial Planning’s Bristol-Myers Squibb BMY Stock Holding History

Briaud Financial Planning’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 		– Sell
-1,536
Closed -$71K – 64
2025
Q2 		$71K Hold
1,536
– – 0.03% 85
2025
Q1 		$93K Hold
1,536
– – 0.04% 52
2024
Q4 		$86K Hold
1,536
– – 0.04% 57
2024
Q3 		$79K Buy
1,536
+402
+35% +$18.9K 0.04% 48
2024
Q2 		$47K Hold
1,134
– – 0.03% 58
2024
Q1 		$62K Buy
+1,134
New +$57.8K 0.04% 50
2023
Q4 		– Sell
-1,240
Closed -$71K – 34
2023
Q3 		$71K Buy
+1,240
New +$76K 0.06% 49

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Briaud Financial Planning's BMY Position: Q3 2025 in Review

Briaud Financial Planning sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 1,536 shares — an estimated $71K sold.

Briaud Financial Planning first reported a position in BMY in Q3 2023 and held it in 7 quarters. The position peaked at $93K in Q1 2025. 2,274 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

  • Briaud Financial Planning reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 1,536 Bristol-Myers Squibb shares in Q3 2025, an estimated $71K.
  • Briaud Financial Planning first reported a position in Bristol-Myers Squibb in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's Bristol-Myers Squibb position peaked at $93K in Q1 2025.
  • 2,274 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.