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Callan Capital’s Bristol-Myers Squibb BMY Stock Holding History

Callan Capital’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 		$416K Buy
6,813
+431
+7% +$25.1K 0.03% 231
2024
Q4 		$361K Sell
6,382
-180
-3% -$10.1K 0.03% 226
2024
Q3 		$340K Buy
+6,562
New +$308K 0.02% 246
2024
Q2 		– Sell
-5,718
Closed -$310K – 315
2024
Q1 		$310K Buy
+5,718
New +$291K 0.03% 199
2023
Q4 		– Sell
-5,609
Closed -$326K – 236
2023
Q3 		$326K Buy
5,609
+2,099
+60% +$129K 0.03% 152
2023
Q2 		$224K Sell
3,510
-65
-2% -$4.36K 0.02% 166
2023
Q1 		$248K Hold
3,575
– – 0.03% 157
2022
Q4 		$257K Buy
+3,575
New +$270K 0.03% 158

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Callan Capital's BMY Position: Q1 2025 in Review

Callan Capital increased its Bristol-Myers Squibb (BMY) stake by 6.8% in Q1 2025, buying an estimated $25.1K and bringing the position to 6,813 shares worth $416K. The position accounts for 0.03% of the portfolio, ranked #231.

Callan Capital first reported a position in BMY in Q4 2022 and has held it in 8 quarters since. 2,477 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

  • Callan Capital held 6,813 shares of Bristol-Myers Squibb worth $416K as of Q1 2025.
  • Callan Capital bought 431 Bristol-Myers Squibb shares in Q1 2025, an estimated $25.1K.
  • Bristol-Myers Squibb made up 0.03% of Callan Capital's portfolio in Q1 2025, its #231 holding.
  • Callan Capital first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 8 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.