Financial Counselors Inc’s Bristol-Myers Squibb BMY Stock Holding History

Financial Counselors Inc’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	-126,429	Closed	-$7.71M	–	70
2025 Q1	$7.71M	Sell	126,429 -6,033	-5%	-$352K	0.12%	162
2024 Q4	$7.49M	Sell	132,462 -2,115	-2%	-$118K	0.11%	167
2024 Q3	$6.96M	Sell	134,577 -5,321	-4%	-$250K	0.1%	166
2024 Q2	$5.81M	Sell	139,898 -5,895	-4%	-$264K	0.09%	176
2024 Q1	$7.91M	Sell	145,793 -3,052	-2%	-$155K	0.13%	152
2023 Q4	$7.64M	Sell	148,845 -3,386	-2%	-$178K	0.14%	152
2023 Q3	$8.84M	Buy	152,231 +294	+0.2%	+$18K	0.18%	134
2023 Q2	$9.72M	Sell	151,937 -3,298	-2%	-$221K	0.2%	125
2023 Q1	$10.8M	Sell	155,235 -298	-0.2%	-$21K	0.23%	114
2022 Q4	$11.2M	Sell	155,533 -2,079	-1%	-$157K	0.25%	109
2022 Q3	$11.2M	Sell	157,612 -6,079	-4%	-$441K	0.28%	103
2022 Q2	$12.6M	Buy	163,691 +9,690	+6%	+$738K	0.29%	101
2022 Q1	$11.2M	Buy	154,001 +2,071	+1%	+$139K	0.23%	115
2021 Q4	$9.47M	Sell	151,930 -18,338	-11%	-$1.08M	0.19%	135
2021 Q3	$10.1M	Sell	170,268 -3,378	-2%	-$222K	0.22%	126
2021 Q2	$11.6M	Sell	173,646 -3,080	-2%	-$201K	0.25%	116
2021 Q1	$11.2M	Buy	176,726 +444	+0.3%	+$27.6K	0.26%	112
2020 Q4	$10.9M	Sell	176,282 -3,382	-2%	-$208K	0.27%	104
2020 Q3	$10.8M	Sell	179,664 -7,828	-4%	-$471K	0.32%	91
2020 Q2	$11M	Buy	187,492 +21,499	+13%	+$1.29M	0.35%	88
2020 Q1	$9.25M	Sell	165,993 -2,242	-1%	-$137K	0.41%	81
2019 Q4	$10.8M	Buy	168,235 +13,916	+9%	+$797K	0.38%	85
2019 Q3	$7.83M	Buy	154,319 +2,993	+2%	+$141K	0.31%	105
2019 Q2	$6.86M	Sell	151,326 -1,411	-0.9%	-$65.7K	0.28%	120
2019 Q1	$7.29M	Sell	152,737 -3,992	-3%	-$199K	0.31%	108
2018 Q4	$8.15M	Sell	156,729 -4,185	-3%	-$225K	0.4%	77
2018 Q3	$9.99M	Sell	160,914 -4,390	-3%	-$261K	0.44%	76
2018 Q2	$9.15M	Sell	165,304 -18,361	-10%	-$992K	0.42%	77
2018 Q1	$11.6M	Sell	183,665 -323	-0.2%	-$20.8K	0.55%	56
2017 Q4	$11.3M	Buy	183,988 +15	+0%	+$938	0.52%	61
2017 Q3	$11.7M	Buy	183,973 +15,730	+9%	+$918K	0.57%	55
2017 Q2	$9.37M	Buy	168,243 +49,345	+42%	+$2.69M	0.47%	71
2017 Q1	$6.47M	Sell	118,898 -1,064	-0.9%	-$58.4K	0.33%	104
2016 Q4	$7.01M	Buy	+119,962	New	+$6.56M	0.37%	86
2016 Q2	$8.21M	Buy	111,677 +34	+0%	+$2.4K	0.49%	65
2016 Q1	$7.13M	Sell	111,643 -464	-0.4%	-$29.3K	0.44%	75
2015 Q4	$7.71M	Sell	112,107 -2,935	-3%	-$194K	0.5%	61
2015 Q3	$6.81M	Sell	115,042 -4,822	-4%	-$306K	0.47%	68
2015 Q2	$7.98M	Buy	119,864 +7,656	+7%	+$505K	0.51%	59
2015 Q1	$7.24M	Sell	112,208 -32,245	-22%	-$2.02M	0.45%	71
2014 Q4	$8.53M	Sell	144,453 -5,171	-3%	-$292K	0.54%	53
2014 Q3	$7.66M	Buy	149,624 +8,289	+6%	+$414K	0.54%	53
2014 Q2	$6.86M	Sell	141,335 -7,456	-5%	-$367K	0.48%	65
2014 Q1	$7.73M	Sell	148,791 -5,825	-4%	-$310K	0.56%	49
2013 Q4	$8.22M	Sell	154,616 -64,664	-29%	-$3.29M	0.62%	46
2013 Q3	$10.1M	Sell	219,280 -6,017	-3%	-$264K	0.84%	30
2013 Q2	$10.1M	Buy	+225,297	New	+$9.78M	0.84%	31

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 Counselors Inc's BMY Position: Q2 2025 in Review

Financial Counselors Inc sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 126,429 shares — an estimated $7.71M sold.

Financial Counselors Inc first reported a position in BMY in Q2 2013 and held it in 47 quarters. The position peaked at $12.6M in Q2 2022. 2,293 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Financial Counselors Inc reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 126,429 Bristol-Myers Squibb shares in Q2 2025, an estimated $7.71M.
Financial Counselors Inc first reported a position in Bristol-Myers Squibb in Q2 2013 and held it in 47 quarters.
Financial Counselors Inc's Bristol-Myers Squibb position peaked at $12.6M in Q2 2022.
2,293 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.