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CWS Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

CWS Financial Advisors’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
-3,357
Closed -$205K – 138
2025
Q1 		$205K Buy
+3,357
New +$196K 0.06% 126
2024
Q1 		– Sell
-7,774
Closed -$399K – 113
2023
Q4 		$399K Sell
7,774
-2,768
-26% -$145K 0.15% 104
2023
Q3 		$612K Sell
10,542
-504
-5% -$30.9K 0.25% 62
2023
Q2 		$706K Sell
11,046
-300
-3% -$20.1K 0.27% 60
2023
Q1 		$786K Buy
11,346
+794
+8% +$56K 0.31% 53
2022
Q4 		$666K Sell
10,552
-180
-2% -$13.6K 0.29% 60
2022
Q3 		$763K Sell
10,732
-184
-2% -$13.3K 0.37% 50
2022
Q2 		$841K Hold
10,916
– – 0.38% 39
2022
Q1 		$797K Hold
10,916
– – 0.3% 58
2021
Q4 		$681K Buy
+10,916
New +$640K 0.24% 68
2021
Q2 		$712K Buy
10,648
+96
+0.9% +$6.26K 0.28% 62
2021
Q1 		$666K Buy
10,552
+16
+0.2% +$995 0.29% 60
2020
Q4 		$654K Buy
10,536
+15
+0.1% +$922 0.38% 55
2020
Q3 		$634K Hold
10,521
– – 0.42% 50
2020
Q2 		$619K Sell
10,521
-115
-1% -$6.88K 0.45% 48
2020
Q1 		$683K Hold
10,636
– – 0.51% 33
2019
Q4 		$683K Buy
+10,636
New +$609K 0.5% 34

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

CWS Financial Advisors's BMY Position: Q2 2025 in Review

CWS Financial Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 3,357 shares — an estimated $205K sold.

CWS Financial Advisors first reported a position in BMY in Q4 2019 and held it in 17 quarters. The position peaked at $841K in Q2 2022. 2,298 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

  • CWS Financial Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
  • CWS Financial Advisors sold 3,357 Bristol-Myers Squibb shares in Q2 2025, an estimated $205K.
  • CWS Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 17 quarters.
  • CWS Financial Advisors's Bristol-Myers Squibb position peaked at $841K in Q2 2022.
  • 2,298 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on CWS Financial Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.