Fairfield Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Fairfield Financial 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 Q1	–	Sell	-30	Closed	-$1.7K	–	87
2024 Q4	$1.7K	Hold	30	–	–	﹤0.01%	242
2024 Q3	$1.55K	Hold	30	–	–	﹤0.01%	270
2024 Q2	$1.25K	Buy	+30	New	+$1.34K	﹤0.01%	268
2023 Q3	–	Sell	-246	Closed	-$15.7K	–	303
2023 Q2	$15.7K	Buy	246 +2	+0.8%	+$134	0.01%	207
2023 Q1	$16.6K	Buy	244 +2	+0.8%	+$141	0.01%	204
2022 Q4	$17.4K	Buy	242 +2	+0.8%	+$151	0.01%	178
2022 Q3	$17.1K	Buy	240 +1	+0.4%	+$73	0.01%	181
2022 Q2	$18.4K	Buy	239 +2	+0.8%	+$152	0.01%	164
2022 Q1	$17.3K	Buy	+237	New	+$15.9K	0.01%	187

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Fairfield Financial Advisors's BMY Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of Bristol-Myers Squibb (BMY) in Q1 2025, closing a stake of 30 shares — an estimated $1.7K sold.

Fairfield Financial Advisors first reported a position in BMY in Q1 2022 and held it in 9 quarters. The position peaked at $18.4K in Q2 2022. 2,486 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

Fairfield Financial Advisors reported no remaining Bristol-Myers Squibb position as of Q1 2025 after selling out during the quarter.
Fairfield Financial Advisors sold 30 Bristol-Myers Squibb shares in Q1 2025, an estimated $1.7K.
Fairfield Financial Advisors first reported a position in Bristol-Myers Squibb in Q1 2022 and held it in 9 quarters.
Fairfield Financial Advisors's Bristol-Myers Squibb position peaked at $18.4K in Q2 2022.
2,486 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.