Essential Planning’s Bristol-Myers Squibb BMY Stock Holding History

Essential Planning’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	–	Sell	-6,870	Closed	-$384K	–	99
2024 Q4	$384K	Buy	+6,870	New	+$384K	﹤0.01%	286

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

Essential Planning's BMY Position: Q1 2025 in Review

Essential Planning sold out of Bristol-Myers Squibb (BMY) in Q1 2025, closing a stake of 6,870 shares — an estimated $384K sold.

Essential Planning first reported a position in BMY in Q4 2024 and held it in 1 quarter. The position peaked at $384K in Q4 2024. 2,477 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

Essential Planning reported no remaining Bristol-Myers Squibb position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 6,870 Bristol-Myers Squibb shares in Q1 2025, an estimated $384K.
Essential Planning first reported a position in Bristol-Myers Squibb in Q4 2024 and held it in 1 quarter.
Essential Planning's Bristol-Myers Squibb position peaked at $384K in Q4 2024.
2,477 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.