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

Flaharty 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 Q2	–	Sell	-731	Closed	-$44.6K	–	170
2025 Q1	$44.6K	Buy	+731	New	+$42.6K	0.01%	232
2024 Q4	–	Sell	-2,415	Closed	-$125K	–	168
2024 Q3	$125K	Buy	+2,415	New	+$113K	0.02%	146
2023 Q4	–	Sell	-3,884	Closed	-$225K	–	155
2023 Q3	$225K	Buy	3,884 +11	+0.3%	+$674	0.04%	96
2023 Q2	$248K	Buy	+3,873	New	+$260K	0.04%	95

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

Flaharty Asset Management's BMY Position: Q2 2025 in Review

Flaharty Asset Management sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 731 shares — an estimated $44.6K sold.

Flaharty Asset Management first reported a position in BMY in Q2 2023 and held it in 4 quarters. The position peaked at $248K in Q2 2023. 2,292 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Flaharty Asset Management reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Flaharty Asset Management sold 731 Bristol-Myers Squibb shares in Q2 2025, an estimated $44.6K.
Flaharty Asset Management first reported a position in Bristol-Myers Squibb in Q2 2023 and held it in 4 quarters.
Flaharty Asset Management's Bristol-Myers Squibb position peaked at $248K in Q2 2023.
2,292 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.