Carr Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Carr Financial Group’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	-4,643	Closed	-$263K	–	179
2024 Q4	$263K	Buy	4,643 +361	+8%	+$20.2K	0.08%	159
2024 Q3	$222K	Buy	+4,282	New	+$201K	0.06%	181
2023 Q1	–	Sell	-2,827	Closed	-$203K	–	171
2022 Q4	$203K	Buy	+2,827	New	+$213K	0.11%	160

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Carr Financial Group's BMY Position: Q1 2025 in Review

Carr Financial Group sold out of Bristol-Myers Squibb (BMY) in Q1 2025, closing a stake of 4,643 shares — an estimated $263K sold.

Carr Financial Group first reported a position in BMY in Q4 2022 and held it in 3 quarters. The position peaked at $263K in Q4 2024. 2,477 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

Carr Financial Group reported no remaining Bristol-Myers Squibb position as of Q1 2025 after selling out during the quarter.
Carr Financial Group sold 4,643 Bristol-Myers Squibb shares in Q1 2025, an estimated $263K.
Carr Financial Group first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 3 quarters.
Carr Financial Group's Bristol-Myers Squibb position peaked at $263K in Q4 2024.
2,477 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Carr Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.