Delta Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Delta Financial Group’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 Q1	$2.86M	Buy	46,807 +2,779	+6%	+$162K	0.65%	27
2024 Q4	$2.49M	Buy	+44,028	New	+$2.46M	0.58%	30
2024 Q2	–	Sell	-42,880	Closed	-$2.33M	–	125
2024 Q1	$2.33M	Buy	42,880 +2,344	+6%	+$119K	0.68%	26
2023 Q4	$2.08M	Sell	40,536 -9,660	-19%	-$507K	0.65%	26
2023 Q3	$2.91M	Buy	+50,196	New	+$3.08M	1.01%	15
2023 Q2	–	Sell	-47,010	Closed	-$3.26M	–	103
2023 Q1	$3.26M	Buy	47,010 +14,334	+44%	+$1.01M	1.28%	13
2022 Q4	$2.37M	Buy	+32,676	New	+$2.46M	1.05%	16

Other funds holding BMY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Delta Financial Group's BMY Position: Q1 2025 in Review

Delta Financial Group increased its Bristol-Myers Squibb (BMY) stake by 6.3% in Q1 2025, buying an estimated $162K and bringing the position to 46,807 shares worth $2.86M. The position accounts for 0.65% of the portfolio, ranked #27.

Delta Financial Group first reported a position in BMY in Q4 2022 and has held it in 7 quarters since. The position peaked at $3.26M in Q1 2023. 2,477 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

Delta Financial Group held 46,807 shares of Bristol-Myers Squibb worth $2.86M as of Q1 2025.
Delta Financial Group bought 2,779 Bristol-Myers Squibb shares in Q1 2025, an estimated $162K.
Bristol-Myers Squibb made up 0.65% of Delta Financial Group's portfolio in Q1 2025, its #27 holding.
Delta Financial Group first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 7 quarters since.
Delta Financial Group's Bristol-Myers Squibb position peaked at $3.26M in Q1 2023.
2,477 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.