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EHP Funds Inc’s Bristol-Myers Squibb BMY Stock Holding History

EHP Funds Inc’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
-6,500
Closed -$301K – 103
2025
Q2 		$301K Buy
+6,500
New +$319K 0.1% 37
2025
Q1 		– Sell
-4,100
Closed -$232K – 40
2024
Q4 		$232K Hold
4,100
– – 0.22% 43
2024
Q3 		$212K Buy
+4,100
New +$192K 0.13% 33
2024
Q2 		– Sell
-4,700
Closed -$255K – 88
2024
Q1 		$255K Sell
4,700
-1,300
-22% -$66.2K 0.1% 94
2023
Q4 		$308K Buy
6,000
+400
+7% +$21K 0.11% 111
2023
Q3 		$325K Sell
5,600
-21,000
-79% -$1.29M 0.15% 105
2023
Q2 		$1.7M Sell
26,600
-22,670
-46% -$1.52M 0.42% 68
2023
Q1 		$3.41M Sell
49,270
-4,350
-8% -$307K 0.67% 45
2022
Q4 		$3.86M Buy
53,620
+8,990
+20% +$678K 0.73% 52
2022
Q3 		$3.17M Buy
44,630
+41,020
+1,136% +$2.98M 0.64% 73
2022
Q2 		$278K Buy
+3,610
New +$275K 0.05% 181

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EHP Funds Inc's BMY Position: Q3 2025 in Review

EHP Funds Inc sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 6,500 shares — an estimated $301K sold.

EHP Funds Inc first reported a position in BMY in Q2 2022 and held it in 11 quarters. The position peaked at $3.86M in Q4 2022. 2,267 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

  • EHP Funds Inc reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
  • EHP Funds Inc sold 6,500 Bristol-Myers Squibb shares in Q3 2025, an estimated $301K.
  • EHP Funds Inc first reported a position in Bristol-Myers Squibb in Q2 2022 and held it in 11 quarters.
  • EHP Funds Inc's Bristol-Myers Squibb position peaked at $3.86M in Q4 2022.
  • 2,267 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on EHP Funds Inc's 13F filing for Q3 2025, filed 13 Nov 2025.