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Carolinas Wealth Consulting’s Bristol-Myers Squibb BMY Stock Holding History

Carolinas Wealth Consulting’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
-1,293
Closed -$78.8K – 105
2025
Q1 		$78.8K Sell
1,293
-520
-29% -$30.3K 0.02% 283
2024
Q4 		$103K Sell
1,813
-132
-7% -$7.38K 0.02% 248
2024
Q3 		$101K Buy
1,945
+191
+11% +$8.96K 0.02% 260
2024
Q2 		$72.8K Hold
1,754
– – 0.01% 313
2024
Q1 		$95.1K Sell
1,754
-12,170
-87% -$620K 0.02% 261
2023
Q4 		$70.7K Sell
13,924
-197
-1% -$10.3K 0.02% 287
2023
Q3 		$81.9K Sell
14,121
-604
-4% -$37K 0.02% 241
2023
Q2 		$136K Sell
14,725
-323
-2% -$21.7K 0.03% 214
2023
Q1 		$169K Sell
15,048
-60
-0.4% -$4.23K 0.04% 188
2022
Q4 		$179K Buy
15,108
+363
+2% +$27.4K 0.04% 172
2022
Q3 		$151K Buy
14,745
+192
+1% +$13.9K 0.04% 178
2022
Q2 		$149K Buy
14,553
+12,783
+722% +$974K 0.04% 189
2022
Q1 		$130K Buy
1,770
+27
+2% +$1.81K 0.03% 221
2021
Q4 		$109K Buy
1,743
+327
+23% +$19.2K 0.02% 250
2021
Q3 		$84K Buy
1,416
+8
+0.6% +$527 0.02% 263
2021
Q2 		$94K Sell
1,408
-166
-11% -$10.8K 0.02% 268
2021
Q1 		$100K Sell
1,574
-660
-30% -$41.1K 0.02% 257
2020
Q4 		$140K Buy
2,234
+298
+15% +$18.3K 0.04% 190
2020
Q3 		$117K Buy
1,936
+84
+5% +$5.06K 0.04% 177
2020
Q2 		$109K Buy
+1,852
New +$111K 0.04% 143

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

Carolinas Wealth Consulting's BMY Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 1,293 shares — an estimated $78.8K sold.

Carolinas Wealth Consulting first reported a position in BMY in Q2 2020 and held it in 20 quarters. The position peaked at $179K in Q4 2022. 2,292 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,293 Bristol-Myers Squibb shares in Q2 2025, an estimated $78.8K.
  • Carolinas Wealth Consulting first reported a position in Bristol-Myers Squibb in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Bristol-Myers Squibb position peaked at $179K in Q4 2022.
  • 2,292 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.