Financial Partners Group (Tennessee)’s Bristol-Myers Squibb BMY Stock Holding History

Financial Partners Group (Tennessee)’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	$357K	Buy	7,704 +1,065	+16%	+$52.3K	0.13%	73
2025 Q1	$405K	Hold	6,639	–	–	0.18%	68
2024 Q4	$376K	Buy	6,639 +43	+0.7%	+$2.4K	0.16%	71
2024 Q3	$341K	Hold	6,596	–	–	0.13%	82
2024 Q2	$274K	Hold	6,596	–	–	0.11%	85
2024 Q1	$358K	Hold	6,596	–	–	0.14%	79
2023 Q4	$338K	Hold	6,596	–	–	0.15%	72
2023 Q3	$383K	Hold	6,596	–	–	0.18%	66
2023 Q2	$422K	Hold	6,596	–	–	0.21%	60
2023 Q1	$457K	Hold	6,596	–	–	0.24%	57
2022 Q4	$475K	Buy	+6,596	New	+$497K	0.28%	55

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 Partners Group (Tennessee)'s BMY Position: Q2 2025 in Review

Financial Partners Group (Tennessee) increased its Bristol-Myers Squibb (BMY) stake by 16% in Q2 2025, buying an estimated $52.3K and bringing the position to 7,704 shares worth $357K. The position accounts for 0.13% of the portfolio, ranked #73.

Financial Partners Group (Tennessee) first reported a position in BMY in Q4 2022 and has held it in 11 quarters since. The position peaked at $475K in Q4 2022. 2,293 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Financial Partners Group (Tennessee) held 7,704 shares of Bristol-Myers Squibb worth $357K as of Q2 2025.
Financial Partners Group (Tennessee) bought 1,065 Bristol-Myers Squibb shares in Q2 2025, an estimated $52.3K.
Bristol-Myers Squibb made up 0.13% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #73 holding.
Financial Partners Group (Tennessee) first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 11 quarters since.
Financial Partners Group (Tennessee)'s Bristol-Myers Squibb position peaked at $475K in Q4 2022.
2,293 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.