Compass Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

Compass Financial Services’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	–	Sell	-189	Closed	-$11.5K	–	305
2025 Q1	$11.5K	Buy	189 +125	+195%	+$7.29K	0.01%	164
2024 Q4	$3.64K	Buy	+64	New	+$3.58K	﹤0.01%	171

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Compass Financial Services's BMY Position: Q2 2025 in Review

Compass Financial Services sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 189 shares — an estimated $11.5K sold.

Compass Financial Services first reported a position in BMY in Q4 2024 and held it in 2 quarters. The position peaked at $11.5K in Q1 2025. 2,292 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Compass Financial Services reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Compass Financial Services sold 189 Bristol-Myers Squibb shares in Q2 2025, an estimated $11.5K.
Compass Financial Services first reported a position in Bristol-Myers Squibb in Q4 2024 and held it in 2 quarters.
Compass Financial Services's Bristol-Myers Squibb position peaked at $11.5K in Q1 2025.
2,292 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Compass Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.