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

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 Q2	–	Sell	-3,979	Closed	-$243K	–	79
2025 Q1	$243K	Hold	3,979	–	–	0.05%	74
2024 Q4	$225K	Hold	3,979	–	–	0.04%	78
2024 Q3	$206K	Buy	+3,979	New	+$187K	0.04%	77
2024 Q2	–	Sell	-3,979	Closed	-$216K	–	76
2024 Q1	$216K	Hold	3,979	–	–	0.04%	74
2023 Q4	$204K	Buy	3,979 +522	+15%	+$27.4K	0.05%	75
2023 Q3	$201K	Sell	3,457 -1,000	-22%	-$61.3K	0.05%	72
2023 Q2	$285K	Sell	4,457 -421	-9%	-$28.2K	0.07%	60
2023 Q1	$338K	Hold	4,878	–	–	0.09%	52
2022 Q4	$351K	Sell	4,878 -680	-12%	-$51.3K	0.1%	50
2022 Q3	$385K	Buy	5,558 +1,069	+24%	+$77.5K	0.13%	45
2022 Q2	$346K	Sell	4,489 -560	-11%	-$42.6K	0.12%	49
2022 Q1	$369K	Hold	5,049	–	–	0.12%	56
2021 Q4	$315K	Hold	5,049	–	–	0.1%	67
2021 Q3	$299K	Hold	5,049	–	–	0.1%	63
2021 Q2	$337K	Hold	5,049	–	–	0.12%	61
2021 Q1	$319K	Buy	5,049 +212	+4%	+$13.2K	0.13%	58
2020 Q4	$300K	Buy	4,837 +757	+19%	+$46.5K	0.13%	57
2020 Q3	$246K	Buy	4,080 +7	+0.2%	+$421	0.13%	61
2020 Q2	$239K	Sell	4,073 -291	-7%	-$17.4K	0.13%	59
2020 Q1	$243K	Buy	4,364 +6	+0.1%	+$367	0.16%	52
2019 Q4	$280K	Buy	+4,358	New	+$250K	0.16%	52

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Advisors's BMY Position: Q2 2025 in Review

Financial Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 3,979 shares — an estimated $243K sold.

Financial Advisors first reported a position in BMY in Q4 2019 and held it in 21 quarters. The position peaked at $385K in Q3 2022. 2,293 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Financial Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Financial Advisors sold 3,979 Bristol-Myers Squibb shares in Q2 2025, an estimated $243K.
Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 21 quarters.
Financial Advisors's Bristol-Myers Squibb position peaked at $385K in Q3 2022.
2,293 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Financial Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.