First Affirmative Financial Network’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,399
Closed -$207K 281
2025
Q1
$207K Sell
3,399
-1,485
-30% -$86.6K 0.13% 229
2024
Q4
$276K Sell
4,884
-429
-8% -$24K 0.16% 169
2024
Q3
$275K Sell
5,313
-235
-4% -$11K 0.15% 189
2024
Q2
$230K Buy
5,548
+830
+18% +$37.1K 0.16% 198
2024
Q1
$256K Buy
4,718
+767
+19% +$39.1K 0.19% 179
2023
Q4
$203K Buy
+3,951
New +$207K 0.16% 211

Other funds holding BMY

First Affirmative Financial Network's BMY Position: Q2 2025 in Review

First Affirmative Financial Network sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 3,399 shares — an estimated $207K sold.

First Affirmative Financial Network first reported a position in BMY in Q4 2023 and held it in 6 quarters. The position peaked at $276K in Q4 2024. 2,297 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

  • First Affirmative Financial Network reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
  • First Affirmative Financial Network sold 3,399 Bristol-Myers Squibb shares in Q2 2025, an estimated $207K.
  • First Affirmative Financial Network first reported a position in Bristol-Myers Squibb in Q4 2023 and held it in 6 quarters.
  • First Affirmative Financial Network's Bristol-Myers Squibb position peaked at $276K in Q4 2024.
  • 2,297 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on First Affirmative Financial Network's 13F filing for Q2 2025, filed 20 Nov 2025.