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Financial Advocates Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-4,963
Closed -$230K – 152
2025
Q2 		$230K Sell
4,963
-6,813
-58% -$334K 0.02% 559
2025
Q1 		$718K Sell
11,776
-5,514
-32% -$321K 0.05% 347
2024
Q4 		$978K Sell
17,290
-521
-3% -$29.1K 0.06% 304
2024
Q3 		$922K Buy
17,811
+1,228
+7% +$57.6K 0.05% 322
2024
Q2 		$689K Sell
16,583
-2,825
-15% -$126K 0.04% 367
2024
Q1 		$1.05M Buy
19,408
+2,224
+13% +$113K 0.06% 299
2023
Q4 		$882K Buy
17,184
+1,576
+10% +$82.7K 0.06% 312
2023
Q3 		$906K Sell
15,608
-3,032
-16% -$186K 0.07% 288
2023
Q2 		$1.19M Sell
18,640
-562
-3% -$37.7K 0.09% 239
2023
Q1 		$1.33M Buy
19,202
+2,584
+16% +$182K 0.1% 232
2022
Q4 		$1.21M Buy
16,618
+1,111
+7% +$83.8K 0.09% 250
2022
Q3 		$1.04M Sell
15,507
-5,886
-28% -$427K 0.09% 247
2022
Q2 		$1.65M Sell
21,393
-421
-2% -$32.1K 0.13% 189
2022
Q1 		$1.59M Sell
21,814
-3,839
-15% -$258K 0.11% 219
2021
Q4 		$1.74M Buy
25,653
+2,993
+13% +$176K 0.11% 222
2021
Q3 		$1.7M Sell
22,660
-16,386
-42% -$1.08M 0.12% 217
2021
Q2 		$3.44M Buy
39,046
+14,091
+56% +$919K 0.23% 110
2021
Q1 		$2.27M Sell
24,955
-865
-3% -$53.8K 0.16% 151
2020
Q4 		$2.01M Buy
25,820
+5,638
+28% +$347K 0.14% 172
2020
Q3 		$1.84M Buy
20,182
+2,144
+12% +$129K 0.16% 140
2020
Q2 		$1.3M Buy
18,038
+2,798
+18% +$167K 0.12% 203
2020
Q1 		$849K Buy
15,240
+1,293
+9% +$79K 0.12% 199
2019
Q4 		$2.27M Buy
13,947
+4,000
+40% +$229K 0.24% 106
2019
Q3 		$504K Buy
9,947
+1,747
+21% +$82.1K 0.06% 285
2019
Q2 		$659K Buy
8,200
+598
+8% +$27.9K 0.08% 235
2019
Q1 		$363K Buy
7,602
+1,960
+35% +$97.6K 0.05% 330
2018
Q4 		$293K Sell
5,642
-860
-13% -$46.2K 0.04% 340
2018
Q3 		$404K Sell
6,502
-263
-4% -$15.6K 0.05% 322
2018
Q2 		$373K Buy
6,765
+24
+0.4% +$1.3K 0.05% 324
2018
Q1 		$426K Buy
6,741
+290
+4% +$18.7K 0.06% 283
2017
Q4 		$395K Buy
+6,451
New +$403K 0.05% 295

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 $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Advocates Investment Management's BMY Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 4,963 shares — an estimated $230K sold.

Financial Advocates Investment Management first reported a position in BMY in Q4 2017 and held it in 31 quarters. The position peaked at $3.44M in Q2 2021. 2,270 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,963 Bristol-Myers Squibb shares in Q3 2025, an estimated $230K.
  • Financial Advocates Investment Management first reported a position in Bristol-Myers Squibb in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's Bristol-Myers Squibb position peaked at $3.44M in Q2 2021.
  • 2,270 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.