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Creekmur Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Creekmur Asset 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
Q3 		– Sell
-122
Closed -$5.64K – 846
2025
Q2 		$5.64K Buy
122
+2
+2% +$98 ﹤0.01% 563
2025
Q1 		$7.34K Buy
120
+1
+0.8% +$58 ﹤0.01% 522
2024
Q4 		$6.74K Buy
119
+1
+0.8% +$56 ﹤0.01% 463
2024
Q3 		$6.1K Buy
118
+2
+2% +$94 ﹤0.01% 511
2024
Q2 		$4.83K Sell
116
-32
-22% -$1.43K ﹤0.01% 585
2024
Q1 		$8.02K Buy
148
+35
+31% +$1.78K ﹤0.01% 506
2023
Q4 		$5.82K Buy
+113
New +$5.93K ﹤0.01% 578

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creekmur Asset Management's BMY Position: Q3 2025 in Review

Creekmur Asset Management sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 122 shares — an estimated $5.64K sold.

Creekmur Asset Management first reported a position in BMY in Q4 2023 and held it in 7 quarters. The position peaked at $8.02K in Q1 2024. 2,276 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

  • Creekmur Asset Management reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 122 Bristol-Myers Squibb shares in Q3 2025, an estimated $5.64K.
  • Creekmur Asset Management first reported a position in Bristol-Myers Squibb in Q4 2023 and held it in 7 quarters.
  • Creekmur Asset Management's Bristol-Myers Squibb position peaked at $8.02K in Q1 2024.
  • 2,276 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.