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

ERTS 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 Q2	–	Sell	-6,300	Closed	-$384K	–	37
2025 Q1	$384K	Hold	6,300	–	–	0.07%	54
2024 Q4	$356K	Hold	6,300	–	–	0.07%	60
2024 Q3	$326K	Hold	6,300	–	–	0.06%	71
2024 Q2	$262K	Hold	6,300	–	–	0.05%	80
2024 Q1	$342K	Sell	6,300 -318	-5%	-$16.2K	0.07%	68
2023 Q4	$340K	Hold	6,618	–	–	0.07%	60
2023 Q3	$384K	Hold	6,618	–	–	0.09%	53
2023 Q2	$423K	Hold	6,618	–	–	0.1%	53
2023 Q1	$459K	Sell	6,618 -550	-8%	-$38.8K	0.11%	51
2022 Q4	$516K	Sell	7,168 -105	-1%	-$7.92K	0.13%	55
2022 Q3	$517K	Buy	7,273 +668	+10%	+$48.5K	0.15%	46
2022 Q2	$509K	Hold	6,605	–	–	0.14%	50
2022 Q1	$482K	Sell	6,605 -1,000	-13%	-$67.1K	0.13%	47
2021 Q4	$474K	Hold	7,605	–	–	0.11%	53
2021 Q3	$450K	Hold	7,605	–	–	0.12%	52
2021 Q2	$508K	Hold	7,605	–	–	0.14%	52
2021 Q1	$480K	Buy	7,605 +910	+14%	+$56.6K	0.14%	52
2020 Q4	$415K	Buy	6,695 +195	+3%	+$12K	0.13%	55
2020 Q3	$392K	Sell	6,500 -455	-7%	-$27.4K	0.15%	54
2020 Q2	$409K	Sell	6,955 -100	-1%	-$5.98K	0.17%	53
2020 Q1	$393K	Hold	7,055	–	–	0.19%	56
2019 Q4	$453K	Buy	7,055 +1,503	+27%	+$86.1K	0.2%	49
2019 Q3	$282K	Hold	5,552	–	–	0.14%	65
2019 Q2	$252K	Hold	5,552	–	–	0.14%	72
2019 Q1	$265K	Hold	5,552	–	–	0.16%	67
2018 Q4	$289K	Buy	+5,552	New	+$298K	0.21%	59

Other funds holding BMY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ERTS Wealth Advisors's BMY Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 6,300 shares — an estimated $384K sold.

ERTS Wealth Advisors first reported a position in BMY in Q4 2018 and held it in 26 quarters. The position peaked at $517K in Q3 2022. 2,299 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

ERTS Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
ERTS Wealth Advisors sold 6,300 Bristol-Myers Squibb shares in Q2 2025, an estimated $384K.
ERTS Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2018 and held it in 26 quarters.
ERTS Wealth Advisors's Bristol-Myers Squibb position peaked at $517K in Q3 2022.
2,299 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

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