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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
2020
Q2 		– Sell
-599
Closed -$544K – 613
2020
Q1 		$544K Buy
+599
New +$36.6K 0.08% 262
2019
Q4 		– Sell
-575
Closed -$640K – 515
2019
Q3 		$640K Buy
+575
New +$27K 0.07% 255

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.