Clearview Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Clearview Wealth 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	$287K	Sell	5,326 -292	-5%	-$14K	0.18%	89
2025 Q3	$253K	Sell	5,618 -165	-3%	-$7.71K	0.16%	96
2025 Q2	$268K	Sell	5,783 -37	-0.6%	-$1.82K	0.19%	91
2025 Q1	$355K	Sell	5,820 -191	-3%	-$11.1K	0.27%	71
2024 Q4	$340K	Sell	6,011 -68	-1%	-$3.8K	0.26%	70
2024 Q3	$315K	Sell	6,079 -236	-4%	-$11.1K	0.24%	75
2024 Q2	$262K	Sell	6,315 -310	-5%	-$13.9K	0.23%	83
2024 Q1	$359K	Sell	6,625 -212	-3%	-$10.8K	0.37%	66
2023 Q4	$351K	Sell	6,837 -97	-1%	-$5.09K	0.41%	79
2023 Q3	$402K	Sell	6,934 -632	-8%	-$38.7K	0.5%	70
2023 Q2	$484K	Sell	7,566 -10,878	-59%	-$729K	0.49%	61
2023 Q1	$1.28M	Buy	18,444 +7,693	+72%	+$543K	1.3%	15
2022 Q4	$774K	Sell	10,751 -51	-0.5%	-$3.85K	0.6%	41
2022 Q3	$768K	Buy	10,802 +6	+0.1%	+$435	0.61%	27
2022 Q2	$831K	Buy	10,796 +384	+4%	+$29.2K	0.62%	27
2022 Q1	$760K	Buy	10,412 +33	+0.3%	+$2.22K	0.5%	39
2021 Q4	$647K	Sell	10,379 -110	-1%	-$6.45K	0.39%	58
2021 Q3	$621K	Buy	10,489 +427	+4%	+$28.1K	0.39%	58
2021 Q2	$672K	Buy	10,062 +365	+4%	+$23.8K	0.41%	56
2021 Q1	$612K	Sell	9,697 -55	-0.6%	-$3.42K	0.4%	54
2020 Q4	$605K	Buy	+9,752	New	+$600K	0.41%	51

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

Clearview Wealth Advisors's BMY Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its Bristol-Myers Squibb (BMY) stake by 5.2% in Q4 2025, selling an estimated $14K and leaving 5,326 shares worth $287K. The position accounts for 0.18% of the portfolio, ranked #89.

Clearview Wealth Advisors first reported a position in BMY in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.28M in Q1 2023. 2,456 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

Clearview Wealth Advisors held 5,326 shares of Bristol-Myers Squibb worth $287K as of Q4 2025.
Clearview Wealth Advisors sold 292 Bristol-Myers Squibb shares in Q4 2025, an estimated $14K.
Bristol-Myers Squibb made up 0.18% of Clearview Wealth Advisors's portfolio in Q4 2025, its #89 holding.
Clearview Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 21 quarters since.
Clearview Wealth Advisors's Bristol-Myers Squibb position peaked at $1.28M in Q1 2023.
2,456 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.