CAP Partners LLC’s Bristol-Myers Squibb BMY Stock Holding History

CAP Partners LLC’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	–	Sell	-3,616	Closed	-$205K	–	133
2024 Q4	$205K	Buy	+3,616	New	+$202K	0.14%	129
2024 Q2	–	Sell	-4,290	Closed	-$233K	–	129
2024 Q1	$233K	Sell	4,290 -7	-0.2%	-$357	0.21%	105
2023 Q4	$220K	Buy	+4,297	New	+$226K	0.22%	94

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

CAP Partners LLC's BMY Position: Q1 2025 in Review

CAP Partners LLC sold out of Bristol-Myers Squibb (BMY) in Q1 2025, closing a stake of 3,616 shares — an estimated $205K sold.

CAP Partners LLC first reported a position in BMY in Q4 2023 and held it in 3 quarters. The position peaked at $233K in Q1 2024. 2,486 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

CAP Partners LLC reported no remaining Bristol-Myers Squibb position as of Q1 2025 after selling out during the quarter.
CAP Partners LLC sold 3,616 Bristol-Myers Squibb shares in Q1 2025, an estimated $205K.
CAP Partners LLC first reported a position in Bristol-Myers Squibb in Q4 2023 and held it in 3 quarters.
CAP Partners LLC's Bristol-Myers Squibb position peaked at $233K in Q1 2024.
2,486 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on CAP Partners LLC's 13F filing for Q1 2025, filed 8 May 2025.