CAWM
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Capital A Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Capital A 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
Q2 		– Sell
-28
Closed -$1.71K – 472
2025
Q1 		$1.71K Buy
28
+11
+65% +$641 ﹤0.01% 485
2024
Q4 		$962 Buy
+17
New +$950 ﹤0.01% 565

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Capital A Wealth Management's BMY Position: Q2 2025 in Review

Capital A Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 28 shares — an estimated $1.71K sold.

Capital A Wealth Management first reported a position in BMY in Q4 2024 and held it in 2 quarters. The position peaked at $1.71K in Q1 2025. 2,293 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

  • Capital A Wealth Management reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 28 Bristol-Myers Squibb shares in Q2 2025, an estimated $1.71K.
  • Capital A Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Bristol-Myers Squibb position peaked at $1.71K in Q1 2025.
  • 2,293 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.