Eldridge Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Eldridge Investment 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	-3,412	Closed	-$208K	–	156
2025 Q1	$208K	Buy	+3,412	New	+$199K	0.05%	152
2023 Q4	–	Sell	-3,512	Closed	-$204K	–	143
2023 Q3	$204K	Hold	3,512	–	–	0.07%	138
2023 Q2	$225K	Hold	3,512	–	–	0.07%	132
2023 Q1	$243K	Hold	3,512	–	–	0.08%	124
2022 Q4	$253K	Buy	3,512 +100	+3%	+$7.54K	0.09%	117
2022 Q3	$243K	Hold	3,412	–	–	0.09%	114
2022 Q2	$263K	Hold	3,412	–	–	0.1%	111
2022 Q1	$249K	Hold	3,412	–	–	0.08%	111
2021 Q4	$213K	Hold	3,412	–	–	0.07%	119
2021 Q3	$202K	Hold	3,412	–	–	0.07%	119
2021 Q2	$226K	Hold	3,412	–	–	0.08%	106
2021 Q1	$215K	Hold	3,412	–	–	0.08%	107
2020 Q4	$212K	Hold	3,412	–	–	0.09%	103
2020 Q3	$204K	Hold	3,412	–	–	0.1%	102
2020 Q2	$201K	Buy	+3,412	New	+$204K	0.1%	101
2019 Q3	–	Sell	-4,600	Closed	-$209K	–	96
2019 Q2	$209K	Hold	4,600	–	–	0.11%	82
2019 Q1	$220K	Buy	4,600 +600	+15%	+$29.9K	0.12%	78
2018 Q4	$208K	Buy	+4,000	New	+$215K	0.13%	78

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Eldridge Investment Advisors's BMY Position: Q2 2025 in Review

Eldridge Investment Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 3,412 shares — an estimated $208K sold.

Eldridge Investment Advisors first reported a position in BMY in Q4 2018 and held it in 18 quarters. The position peaked at $263K in Q2 2022. 2,292 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Eldridge Investment Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Eldridge Investment Advisors sold 3,412 Bristol-Myers Squibb shares in Q2 2025, an estimated $208K.
Eldridge Investment Advisors first reported a position in Bristol-Myers Squibb in Q4 2018 and held it in 18 quarters.
Eldridge Investment Advisors's Bristol-Myers Squibb position peaked at $263K in Q2 2022.
2,292 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Eldridge Investment Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.