Financial Gravity Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Financial Gravity Asset 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 Q4	–	Sell	-221	Closed	-$9.98K	–	786
2025 Q3	$9.98K	Buy	+221	New	+$10.3K	﹤0.01%	573
2024 Q2	$706	Sell	17 -23	-58%	-$1.03K	﹤0.01%	867
2024 Q1	$2.12K	Sell	40 -13	-25%	-$662	﹤0.01%	672
2023 Q4	$2.6K	Buy	+53	New	+$2.78K	﹤0.01%	683
2021 Q3	$59K	Hold	145	–	–	0.03%	497
2021 Q2	$67K	Buy	+145	New	+$9.46K	0.02%	473
2020 Q4	$10K	Buy	+161	New	+$9.9K	0.01%	174
2019 Q4	$75K	Buy	1,626 +976	+150%	+$55.9K	0.05%	445
2019 Q3	$33K	Buy	650 +327	+101%	+$15.4K	0.03%	358
2019 Q2	$15K	Sell	323 -222	-41%	-$10.3K	0.01%	513
2019 Q1	$26K	Buy	+545	New	+$27.1K	0.02%	398
2018 Q3	$53K	Sell	1,066 -127	-11%	-$7.54K	0.06%	302
2018 Q2	$71K	Buy	1,193 +256	+27%	+$13.8K	0.07%	258
2018 Q1	$48K	Buy	+937	New	+$60.3K	0.05%	316

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

Norges Bank Oslo, Norway $1T AUM

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Financial Gravity Asset Management's BMY Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 221 shares — an estimated $9.98K sold.

Financial Gravity Asset Management first reported a position in BMY in Q1 2018 and held it in 14 quarters. The position peaked at $75K in Q4 2019. 2,454 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

Financial Gravity Asset Management reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 221 Bristol-Myers Squibb shares in Q4 2025, an estimated $9.98K.
Financial Gravity Asset Management first reported a position in Bristol-Myers Squibb in Q1 2018 and held it in 14 quarters.
Financial Gravity Asset Management's Bristol-Myers Squibb position peaked at $75K in Q4 2019.
2,454 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.