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Consilium Wealth Advisory’s Bristol-Myers Squibb BMY Stock Holding History

Consilium Wealth Advisory’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 		– Sell
-20,555
Closed -$927K – 96
2025
Q3 		$927K Buy
+20,555
New +$960K 0.36% 47

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Consilium Wealth Advisory's BMY Position: Q4 2025 in Review

Consilium Wealth Advisory sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 20,555 shares — an estimated $927K sold.

Consilium Wealth Advisory first reported a position in BMY in Q3 2025 and held it in 1 quarter. The position peaked at $927K in Q3 2025. 2,448 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

  • Consilium Wealth Advisory reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
  • Consilium Wealth Advisory sold 20,555 Bristol-Myers Squibb shares in Q4 2025, an estimated $927K.
  • Consilium Wealth Advisory first reported a position in Bristol-Myers Squibb in Q3 2025 and held it in 1 quarter.
  • Consilium Wealth Advisory's Bristol-Myers Squibb position peaked at $927K in Q3 2025.
  • 2,448 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Consilium Wealth Advisory's 13F filing for Q4 2025, filed 26 Jan 2026.