Clear Creek Financial Management’s Bristol-Myers Squibb BMY Stock Holding History

Clear Creek Financial 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 Q1	–	Sell	-9,676	Closed	-$547K	–	521
2024 Q4	$547K	Sell	9,676 -2,287	-19%	-$128K	0.06%	281
2024 Q3	$619K	Sell	11,963 -392	-3%	-$18.4K	0.07%	231
2024 Q2	$519K	Buy	12,355 +6,265	+103%	+$280K	0.06%	246
2024 Q1	$333K	Buy	+6,090	New	+$310K	0.04%	309
2020 Q3	–	Sell	-3,438	Closed	-$202K	–	104
2020 Q2	$202K	Buy	+3,438	New	+$206K	0.05%	222

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

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

Clear Creek Financial Management's BMY Position: Q1 2025 in Review

Clear Creek Financial Management sold out of Bristol-Myers Squibb (BMY) in Q1 2025, closing a stake of 9,676 shares — an estimated $547K sold.

Clear Creek Financial Management first reported a position in BMY in Q2 2020 and held it in 5 quarters. The position peaked at $619K in Q3 2024. 2,486 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

Clear Creek Financial Management reported no remaining Bristol-Myers Squibb position as of Q1 2025 after selling out during the quarter.
Clear Creek Financial Management sold 9,676 Bristol-Myers Squibb shares in Q1 2025, an estimated $547K.
Clear Creek Financial Management first reported a position in Bristol-Myers Squibb in Q2 2020 and held it in 5 quarters.
Clear Creek Financial Management's Bristol-Myers Squibb position peaked at $619K in Q3 2024.
2,486 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Clear Creek Financial Management's 13F filing for Q1 2025, filed 28 Apr 2025.