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Finley Financial’s Bristol-Myers Squibb BMY Stock Holding History

Finley Financial’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
-18
Closed -$812 – 112
2025
Q3 		$812 Hold
18
– – ﹤0.01% 120
2025
Q2 		$833 Hold
18
– – ﹤0.01% 121
2025
Q1 		$886 Hold
18
– – ﹤0.01% 119
2024
Q4 		$1.01K Buy
+18
New +$1.01K ﹤0.01% 120

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 $1.56T AUM 27.86% 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 $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Finley Financial's BMY Position: Q4 2025 in Review

Finley Financial sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 18 shares — an estimated $812 sold.

Finley Financial first reported a position in BMY in Q4 2024 and held it in 4 quarters. The position peaked at $1.01K in Q4 2024. 2,451 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

  • Finley Financial reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
  • Finley Financial sold 18 Bristol-Myers Squibb shares in Q4 2025, an estimated $812.
  • Finley Financial first reported a position in Bristol-Myers Squibb in Q4 2024 and held it in 4 quarters.
  • Finley Financial's Bristol-Myers Squibb position peaked at $1.01K in Q4 2024.
  • 2,451 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Finley Financial's 13F filing for Q4 2025, filed 21 Jan 2026.