Carson Advisory’s Bristol-Myers Squibb BMY Stock Holding History

Carson Advisory’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	-3,753	Closed	-$229K	–	172
2025 Q1	$229K	Sell	3,753 -200	-5%	-$11.7K	0.15%	143
2024 Q4	$224K	Sell	3,953 -400	-9%	-$22.4K	0.16%	143
2024 Q3	$225K	Buy	+4,353	New	+$204K	0.14%	158
2024 Q2	–	Sell	-4,499	Closed	-$244K	–	167
2024 Q1	$244K	Sell	4,499 -75	-2%	-$3.82K	0.17%	139
2023 Q4	$235K	Sell	4,574 -598	-12%	-$31.4K	0.18%	134
2023 Q3	$300K	Buy	5,172 +1,032	+25%	+$63.2K	0.26%	101
2023 Q2	$265K	Hold	4,140	–	–	0.22%	119
2023 Q1	$287K	Sell	4,140 -1,000	-19%	-$70.5K	0.26%	101
2022 Q4	$370K	Buy	5,140 +500	+11%	+$37.7K	0.35%	74
2022 Q3	$330K	Hold	4,640	–	–	0.37%	75
2022 Q2	$357K	Hold	4,640	–	–	0.4%	71
2022 Q1	$339K	Hold	4,640	–	–	0.34%	77
2021 Q4	$289K	Buy	+4,640	New	+$272K	0.29%	86

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

Carson Advisory's BMY Position: Q2 2025 in Review

Carson Advisory sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 3,753 shares — an estimated $229K sold.

Carson Advisory first reported a position in BMY in Q4 2021 and held it in 13 quarters. The position peaked at $370K in Q4 2022. 2,292 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Carson Advisory reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Carson Advisory sold 3,753 Bristol-Myers Squibb shares in Q2 2025, an estimated $229K.
Carson Advisory first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 13 quarters.
Carson Advisory's Bristol-Myers Squibb position peaked at $370K in Q4 2022.
2,292 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Carson Advisory's 13F filing for Q2 2025, filed 5 Aug 2025.