Financial Connections Group’s Bristol-Myers Squibb BMY Stock Holding History

Financial Connections Group’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	-139	Closed	-$6K	–	234
2025 Q2	$6K	Buy	+139	New	+$6.82K	﹤0.01%	205
2024 Q1	–	Sell	-2,000	Closed	-$102K	–	173
2023 Q4	$102K	Buy	+2,000	New	+$105K	0.07%	75
2023 Q3	–	Sell	-2,830	Closed	-$180K	–	134
2023 Q2	$180K	Buy	+2,830	New	+$190K	0.12%	59
2022 Q3	–	Sell	-898	Closed	-$69K	–	231
2022 Q2	$69K	Sell	898 -80	-8%	-$6.09K	0.06%	88
2022 Q1	$71K	Sell	978 -373	-28%	-$25K	0.07%	83
2021 Q4	$84K	Buy	+1,351	New	+$79.3K	0.08%	81

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Connections Group's BMY Position: Q3 2025 in Review

Financial Connections Group sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 139 shares — an estimated $6K sold.

Financial Connections Group first reported a position in BMY in Q4 2021 and held it in 6 quarters. The position peaked at $180K in Q2 2023. 2,274 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

Financial Connections Group reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
Financial Connections Group sold 139 Bristol-Myers Squibb shares in Q3 2025, an estimated $6K.
Financial Connections Group first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 6 quarters.
Financial Connections Group's Bristol-Myers Squibb position peaked at $180K in Q2 2023.
2,274 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Financial Connections Group's 13F filing for Q3 2025, filed 10 Oct 2025.