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Delos Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Delos Wealth 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
Q4 		– Sell
-22
Closed -$993 – 265
2025
Q3 		$993 Sell
22
-60
-73% -$2.8K ﹤0.01% 263
2025
Q2 		$3.8K Buy
+82
New +$4.03K ﹤0.01% 213
2025
Q1 		– Sell
-60
Closed -$3.39K – 71
2024
Q4 		$3.39K Buy
+60
New +$3.35K ﹤0.01% 150
2023
Q4 		– Sell
-18,708
Closed -$1.15M – 348
2023
Q3 		$1.15M Sell
18,708
-259
-1% -$15.9K 1.4% 28
2023
Q2 		$1.21M Sell
18,967
-1,340
-7% -$89.9K 1.55% 26
2023
Q1 		$1.41M Sell
20,307
-7,858
-28% -$554K 1.78% 20
2022
Q4 		$2.03M Buy
28,165
+202
+0.7% +$15.2K 3.13% 12
2022
Q3 		$1.99M Buy
27,963
+4,086
+17% +$296K 2.38% 19
2022
Q2 		$1.84M Buy
23,877
+11,519
+93% +$877K 2.06% 22
2022
Q1 		$903K Buy
+12,358
New +$830K 0.89% 37
2021
Q4 		– Sell
-100
Closed -$6K – 439
2021
Q3 		$6K Buy
+100
New +$6.59K 0.01% 110

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

Delos Wealth Advisors's BMY Position: Q4 2025 in Review

Delos Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 22 shares — an estimated $993 sold.

Delos Wealth Advisors first reported a position in BMY in Q3 2021 and held it in 11 quarters. The position peaked at $2.03M in Q4 2022. 2,447 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

  • Delos Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
  • Delos Wealth Advisors sold 22 Bristol-Myers Squibb shares in Q4 2025, an estimated $993.
  • Delos Wealth Advisors first reported a position in Bristol-Myers Squibb in Q3 2021 and held it in 11 quarters.
  • Delos Wealth Advisors's Bristol-Myers Squibb position peaked at $2.03M in Q4 2022.
  • 2,447 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Delos Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.