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Centricity Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Centricity Wealth Management’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 		$95.2K Buy
2,056
+8
+0.4% +$393 0.08% 122
2025
Q1 		$125K Buy
2,048
+7
+0.3% +$408 0.11% 101
2024
Q4 		$115K Buy
+2,041
New +$114K 0.11% 104

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Centricity Wealth Management's BMY Position: Q2 2025 in Review

Centricity Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 0.39% in Q2 2025, buying an estimated $393 and bringing the position to 2,056 shares worth $95.2K. The position accounts for 0.08% of the portfolio, ranked #122.

Centricity Wealth Management first reported a position in BMY in Q4 2024 and has held it in 3 quarters since. The position peaked at $125K in Q1 2025. 2,297 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

  • Centricity Wealth Management held 2,056 shares of Bristol-Myers Squibb worth $95.2K as of Q2 2025.
  • Centricity Wealth Management bought 8 Bristol-Myers Squibb shares in Q2 2025, an estimated $393.
  • Bristol-Myers Squibb made up 0.08% of Centricity Wealth Management's portfolio in Q2 2025, its #122 holding.
  • Centricity Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Bristol-Myers Squibb position peaked at $125K in Q1 2025.
  • 2,297 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.