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

Connecticut 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 		– Sell
-4,343
Closed -$265K – 312
2025
Q1 		$265K Buy
4,343
+461
+12% +$26.9K 0.01% 264
2024
Q4 		$220K Sell
3,882
-145
-4% -$8.1K 0.01% 255
2024
Q3 		$208K Buy
+4,027
New +$189K 0.01% 314
2024
Q2 		– Sell
-4,264
Closed -$231K – 325
2024
Q1 		$231K Buy
4,264
+286
+7% +$14.6K 0.01% 302
2023
Q4 		$204K Sell
3,978
-159
-4% -$8.35K 0.01% 315
2023
Q3 		$240K Buy
+4,137
New +$253K 0.02% 259
2022
Q4 		– Sell
-4,655
Closed -$331K – 205
2022
Q3 		$331K Sell
4,655
-173
-4% -$12.6K 0.03% 136
2022
Q2 		$372K Buy
4,828
+911
+23% +$69.4K 0.03% 134
2022
Q1 		$286K Sell
3,917
-125
-3% -$8.39K 0.02% 154
2021
Q4 		$252K Sell
4,042
-723
-15% -$42.4K 0.02% 177
2021
Q3 		$282K Buy
4,765
+552
+13% +$36.4K 0.02% 163
2021
Q2 		$281K Buy
4,213
+184
+5% +$12K 0.02% 156
2021
Q1 		$254K Buy
+4,029
New +$251K 0.02% 144
2020
Q4 		– Sell
-4,108
Closed -$248K – 191
2020
Q3 		$248K Buy
+4,108
New +$247K 0.03% 176
2019
Q1 		– Sell
-4,124
Closed -$214K – 70
2018
Q4 		$214K Sell
4,124
-300
-7% -$16.1K 0.09% 71
2018
Q3 		$275K Hold
4,424
– – 0.12% 62
2018
Q2 		$244K Buy
4,424
+2
+0% +$108 0.12% 59
2018
Q1 		$274K Buy
4,422
+1,093
+33% +$70.3K 0.16% 53
2017
Q4 		$206K Hold
3,329
– – 0.11% 58
2017
Q3 		$214K Buy
+3,329
New +$194K 0.13% 62
2017
Q2 		– Sell
-4,229
Closed -$224K – 63
2017
Q1 		$224K Buy
+4,229
New +$232K 0.14% 57

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

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

Connecticut Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 4,343 shares — an estimated $265K sold.

Connecticut Wealth Management first reported a position in BMY in Q1 2017 and held it in 21 quarters. The position peaked at $372K in Q2 2022. 2,298 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

  • Connecticut Wealth Management reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
  • Connecticut Wealth Management sold 4,343 Bristol-Myers Squibb shares in Q2 2025, an estimated $265K.
  • Connecticut Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2017 and held it in 21 quarters.
  • Connecticut Wealth Management's Bristol-Myers Squibb position peaked at $372K in Q2 2022.
  • 2,298 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Connecticut Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.