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Evelyn Partners Investment Management Services’s Bristol-Myers Squibb BMY Stock Holding History

Evelyn Partners Investment Management Services’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
-500
Closed -$28.3K – 273
2024
Q4 		$28.3K Buy
+500
New +$27.9K ﹤0.01% 197

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evelyn Partners Investment Management Services's BMY Position: Q1 2025 in Review

Evelyn Partners Investment Management Services sold out of Bristol-Myers Squibb (BMY) in Q1 2025, closing a stake of 500 shares — an estimated $28.3K sold.

Evelyn Partners Investment Management Services first reported a position in BMY in Q4 2024 and held it in 1 quarter. The position peaked at $28.3K in Q4 2024. 2,479 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

  • Evelyn Partners Investment Management Services reported no remaining Bristol-Myers Squibb position as of Q1 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management Services sold 500 Bristol-Myers Squibb shares in Q1 2025, an estimated $28.3K.
  • Evelyn Partners Investment Management Services first reported a position in Bristol-Myers Squibb in Q4 2024 and held it in 1 quarter.
  • Evelyn Partners Investment Management Services's Bristol-Myers Squibb position peaked at $28.3K in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2025, filed 4 Aug 2025.