Coppell Advisory Solutions’s Bristol-Myers Squibb BMY Stock Holding History

Coppell Advisory Solutions’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	-40,970	Closed	-$1.9M	–	398
2025 Q2	$1.9M	Buy	+40,970	New	+$2.01M	0.23%	99
2025 Q1	–	Sell	-1,560	Closed	-$87.4K	–	511
2024 Q4	$87.4K	Buy	1,560 +475	+44%	+$26.5K	0.01%	448
2024 Q3	$55.2K	Sell	1,085 -149	-12%	-$6.99K	0.01%	522
2024 Q2	$51.3K	Buy	+1,234	New	+$55.2K	0.01%	494
2023 Q4	$82.5K	Buy	1,608 +1,181	+277%	+$62K	0.02%	396
2023 Q3	$30.7K	Sell	427 -7	-2%	-$429	0.01%	426
2023 Q2	$27.8K	Buy	+434	New	+$29.1K	0.01%	499
2023 Q1	–	Sell	-427	Closed	-$30.7K	–	299
2022 Q4	$30.7K	Buy	+427	New	+$32.2K	0.01%	429

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Coppell Advisory Solutions's BMY Position: Q3 2025 in Review

Coppell Advisory Solutions sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 40,970 shares — an estimated $1.9M sold.

Coppell Advisory Solutions first reported a position in BMY in Q4 2022 and held it in 8 quarters. The position peaked at $1.9M in Q2 2025. 2,274 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

Coppell Advisory Solutions reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 40,970 Bristol-Myers Squibb shares in Q3 2025, an estimated $1.9M.
Coppell Advisory Solutions first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 8 quarters.
Coppell Advisory Solutions's Bristol-Myers Squibb position peaked at $1.9M in Q2 2025.
2,274 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Coppell Advisory Solutions's 13F filing for Q3 2025, filed 14 Nov 2025.