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Cook Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Cook Wealth’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
-6,300
Closed -$313K – 5
2025
Q1 		$313K Sell
6,300
-1,623
-20% -$94.6K 0.15% 43
2024
Q4 		$469K Buy
7,923
+48
+0.6% +$2.68K 0.22% 37
2024
Q3 		$415K Sell
7,875
-205
-3% -$9.62K 0.21% 36
2024
Q2 		$366K Buy
+8,080
New +$362K 0.2% 39

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

Cook Wealth's BMY Position: Q2 2025 in Review

Cook Wealth sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 6,300 shares — an estimated $313K sold.

Cook Wealth first reported a position in BMY in Q2 2024 and held it in 4 quarters. The position peaked at $469K in Q4 2024. 2,297 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

  • Cook Wealth reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
  • Cook Wealth sold 6,300 Bristol-Myers Squibb shares in Q2 2025, an estimated $313K.
  • Cook Wealth first reported a position in Bristol-Myers Squibb in Q2 2024 and held it in 4 quarters.
  • Cook Wealth's Bristol-Myers Squibb position peaked at $469K in Q4 2024.
  • 2,297 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Cook Wealth's 13F filing for Q2 2025.