Carmel Capital Partners’s Bristol-Myers Squibb BMY Stock Holding History

Carmel Capital Partners’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	-3,749	Closed	-$229K	–	158
2025 Q1	$229K	Buy	3,749 +1	+0%	+$58	0.09%	134
2024 Q4	$212K	Buy	+3,748	New	+$209K	0.09%	138
2023 Q4	–	Sell	-3,583	Closed	-$208K	–	212
2023 Q3	$208K	Sell	3,583 -16,890	-82%	-$1.03M	0.09%	145
2023 Q2	$1.31M	Buy	20,473 +21	+0.1%	+$1.41K	0.67%	33
2023 Q1	$1.42M	Buy	20,452 +1,222	+6%	+$86.2K	0.84%	14
2022 Q4	$1.38M	Sell	19,230 -2,894	-13%	-$218K	0.96%	14
2022 Q3	$1.57M	Buy	22,124 +350	+2%	+$25.4K	1.52%	7
2022 Q2	$1.68M	Sell	21,774 -4,015	-16%	-$306K	1.57%	7
2022 Q1	$1.88M	Buy	25,789 +820	+3%	+$55.1K	1.57%	5
2021 Q4	$1.56M	Buy	+24,969	New	+$1.46M	1.16%	16

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carmel Capital Partners's BMY Position: Q2 2025 in Review

Carmel Capital Partners sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 3,749 shares — an estimated $229K sold.

Carmel Capital Partners first reported a position in BMY in Q4 2021 and held it in 10 quarters. The position peaked at $1.88M in Q1 2022. 2,292 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Carmel Capital Partners reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Carmel Capital Partners sold 3,749 Bristol-Myers Squibb shares in Q2 2025, an estimated $229K.
Carmel Capital Partners first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 10 quarters.
Carmel Capital Partners's Bristol-Myers Squibb position peaked at $1.88M in Q1 2022.
2,292 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Carmel Capital Partners's 13F filing for Q2 2025, filed 29 Jul 2025.