Fiduciary Family Office’s Bristol-Myers Squibb BMY Stock Holding History

Fiduciary Family Office’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	-7,053	Closed	-$318K	–	184
2025 Q3	$318K	Sell	7,053 -7,338	-51%	-$343K	0.09%	148
2025 Q2	$666K	Sell	14,391 -7,222	-33%	-$355K	0.22%	95
2025 Q1	$1.32M	Buy	+21,613	New	+$1.26M	0.44%	44
2024 Q4	–	Sell	-29,602	Closed	-$1.53M	–	100
2024 Q3	$1.53M	Buy	29,602 +4,641	+19%	+$218K	0.51%	42
2024 Q2	$1.04M	Sell	24,961 -10,839	-30%	-$485K	0.41%	61
2024 Q1	$1.94M	Buy	35,800 +18,617	+108%	+$948K	0.76%	28
2023 Q4	$882K	Buy	+17,183	New	+$902K	0.39%	52

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

Fiduciary Family Office's BMY Position: Q4 2025 in Review

Fiduciary Family Office sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 7,053 shares — an estimated $318K sold.

Fiduciary Family Office first reported a position in BMY in Q4 2023 and held it in 7 quarters. The position peaked at $1.94M in Q1 2024. 2,454 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

Fiduciary Family Office reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
Fiduciary Family Office sold 7,053 Bristol-Myers Squibb shares in Q4 2025, an estimated $318K.
Fiduciary Family Office first reported a position in Bristol-Myers Squibb in Q4 2023 and held it in 7 quarters.
Fiduciary Family Office's Bristol-Myers Squibb position peaked at $1.94M in Q1 2024.
2,454 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Fiduciary Family Office's 13F filing for Q4 2025, filed 10 Feb 2026.