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Evergreen Private Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Evergreen Private Wealth’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
Q4 		– Sell
-1,058
Closed -$47.7K – 106
2025
Q3 		$47.7K Sell
1,058
-210
-17% -$9.81K 0.02% 113
2025
Q2 		$58.7K Hold
1,268
– – 0.02% 109
2025
Q1 		$77.3K Hold
1,268
– – 0.04% 102
2024
Q4 		$71.7K Hold
1,268
– – 0.03% 106
2024
Q3 		$65.6K Hold
1,268
– – 0.03% 109
2024
Q2 		$52.7K Sell
1,268
-324
-20% -$14.5K 0.03% 115
2024
Q1 		$86.3K Sell
1,592
-100
-6% -$5.09K 0.04% 105
2023
Q4 		$86.8K Buy
+1,692
New +$88.8K 0.05% 96

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Evergreen Private Wealth's BMY Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 1,058 shares — an estimated $47.7K sold.

Evergreen Private Wealth first reported a position in BMY in Q4 2023 and held it in 8 quarters. The position peaked at $86.8K in Q4 2023. 2,455 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 1,058 Bristol-Myers Squibb shares in Q4 2025, an estimated $47.7K.
  • Evergreen Private Wealth first reported a position in Bristol-Myers Squibb in Q4 2023 and held it in 8 quarters.
  • Evergreen Private Wealth's Bristol-Myers Squibb position peaked at $86.8K in Q4 2023.
  • 2,455 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.