Code Waechter’s Bristol-Myers Squibb BMY Stock Holding History

Code Waechter’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 Q3	–	Sell	-12,873	Closed	-$596K	–	114
2025 Q2	$596K	Buy	12,873 +4,692	+57%	+$230K	0.42%	53
2025 Q1	$499K	Buy	+8,181	New	+$477K	0.41%	54

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Code Waechter's BMY Position: Q3 2025 in Review

Code Waechter sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 12,873 shares — an estimated $596K sold.

Code Waechter first reported a position in BMY in Q1 2025 and held it in 2 quarters. The position peaked at $596K in Q2 2025. 2,267 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

Code Waechter reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
Code Waechter sold 12,873 Bristol-Myers Squibb shares in Q3 2025, an estimated $596K.
Code Waechter first reported a position in Bristol-Myers Squibb in Q1 2025 and held it in 2 quarters.
Code Waechter's Bristol-Myers Squibb position peaked at $596K in Q2 2025.
2,267 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Code Waechter's 13F filing for Q3 2025, filed 22 Oct 2025.