Centerpoint Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Centerpoint Advisors’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 Q4	–	Sell	-14	Closed	-$1K	–	406
2025 Q3	$1K	Hold	14	–	–	﹤0.01%	417
2025 Q2	$1K	Buy	+14	New	+$687	﹤0.01%	360
2024 Q4	–	Sell	-375	Closed	-$19K	–	450
2024 Q3	$19K	Hold	375	–	–	0.01%	279
2024 Q2	$16K	Hold	375	–	–	0.01%	295
2024 Q1	$20K	Hold	375	–	–	0.01%	239
2023 Q4	$19K	Sell	375 -43	-10%	-$2.26K	0.01%	243
2023 Q3	$24K	Hold	418	–	–	0.01%	207
2023 Q2	$27K	Hold	418	–	–	0.01%	212
2023 Q1	$29K	Buy	418 +43	+11%	+$3.03K	0.01%	213
2022 Q4	$27K	Hold	375	–	–	0.01%	181
2022 Q3	$27K	Hold	375	–	–	0.01%	164
2022 Q2	$29K	Hold	375	–	–	0.01%	171
2022 Q1	$27K	Hold	375	–	–	0.01%	177
2021 Q4	$23K	Hold	375	–	–	0.01%	171
2021 Q3	$22K	Hold	375	–	–	0.01%	162
2021 Q2	$25K	Hold	375	–	–	0.01%	161
2021 Q1	$24K	Hold	375	–	–	0.01%	128
2020 Q4	$23K	Hold	375	–	–	0.02%	129
2020 Q3	$23K	Hold	375	–	–	0.02%	117
2020 Q2	$22K	Hold	375	–	–	0.02%	117
2020 Q1	$21K	Sell	375 -1,260	-77%	-$77K	0.02%	112
2019 Q4	$105K	Hold	1,635	–	–	0.08%	67
2019 Q3	$83K	Hold	1,635	–	–	0.07%	76
2019 Q2	$74K	Hold	1,635	–	–	0.06%	80
2019 Q1	$78K	Hold	1,635	–	–	0.07%	75
2018 Q4	$85K	Sell	1,635 -139	-8%	-$7.47K	0.08%	70
2018 Q3	$110K	Hold	1,774	–	–	0.09%	66
2018 Q2	$98K	Hold	1,774	–	–	0.08%	66
2018 Q1	$112K	Buy	1,774 +1,399	+373%	+$90K	0.1%	59
2017 Q4	$23K	Buy	+375	New	+$23.5K	0.02%	110

Other funds holding BMY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Centerpoint Advisors's BMY Position: Q4 2025 in Review

Centerpoint Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 14 shares — an estimated $1K sold.

Centerpoint Advisors first reported a position in BMY in Q4 2017 and held it in 30 quarters. The position peaked at $112K in Q1 2018. 2,454 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

Centerpoint Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
Centerpoint Advisors sold 14 Bristol-Myers Squibb shares in Q4 2025, an estimated $1K.
Centerpoint Advisors first reported a position in Bristol-Myers Squibb in Q4 2017 and held it in 30 quarters.
Centerpoint Advisors's Bristol-Myers Squibb position peaked at $112K in Q1 2018.
2,454 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Centerpoint Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.