Family Legacy Financial Solutions’s Bristol-Myers Squibb BMY Stock Holding History

Family Legacy Financial Solutions’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	-41	Closed	-$1.85K	–	70
2025 Q3	$1.85K	Hold	41	–	–	﹤0.01%	223
2025 Q2	$1.9K	Buy	+41	New	+$2.01K	﹤0.01%	207

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Family Legacy Financial Solutions's BMY Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 41 shares — an estimated $1.85K sold.

Family Legacy Financial Solutions first reported a position in BMY in Q2 2025 and held it in 2 quarters. The position peaked at $1.9K in Q2 2025. 2,454 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

Family Legacy Financial Solutions reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
Family Legacy Financial Solutions sold 41 Bristol-Myers Squibb shares in Q4 2025, an estimated $1.85K.
Family Legacy Financial Solutions first reported a position in Bristol-Myers Squibb in Q2 2025 and held it in 2 quarters.
Family Legacy Financial Solutions's Bristol-Myers Squibb position peaked at $1.9K in Q2 2025.
2,454 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.