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Freedom Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Freedom Investment 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
Q3 		– Sell
-15,322
Closed -$709K – 218
2025
Q2 		$709K Buy
15,322
+79
+0.5% +$3.88K 0.06% 344
2025
Q1 		$930K Sell
15,243
-2,563
-14% -$149K 0.08% 257
2024
Q4 		$1.01M Buy
17,806
+6,040
+51% +$337K 0.08% 234
2024
Q3 		$609K Sell
11,766
-23,926
-67% -$1.12M 0.05% 366
2024
Q2 		$1.48M Buy
35,692
+16,179
+83% +$724K 0.12% 160
2024
Q1 		$1.06M Sell
19,513
-205
-1% -$10.4K 0.08% 228
2023
Q4 		$1.01M Sell
19,718
-21,013
-52% -$1.1M 0.08% 242
2023
Q3 		$2.36M Sell
40,731
-14,537
-26% -$891K 0.29% 69
2023
Q2 		$3.53M Sell
55,268
-6,142
-10% -$412K 0.4% 48
2023
Q1 		$4.26M Sell
61,410
-1,476
-2% -$104K 0.48% 36
2022
Q4 		$4.52M Sell
62,886
-4,941
-7% -$373K 0.51% 36
2022
Q3 		$4.82M Buy
67,827
+3,767
+6% +$273K 0.56% 25
2022
Q2 		$4.93M Sell
64,060
-10,810
-14% -$823K 0.53% 34
2022
Q1 		$5.47M Buy
74,870
+1,215
+2% +$81.6K 0.49% 41
2021
Q4 		$4.59M Sell
73,655
-2,899
-4% -$170K 0.34% 61
2021
Q3 		$4.53M Buy
76,554
+9,597
+14% +$632K 0.35% 54
2021
Q2 		$4.47M Sell
66,957
-1,159
-2% -$75.6K 0.33% 55
2021
Q1 		$4.3M Sell
68,116
-12,627
-16% -$786K 0.33% 61
2020
Q4 		$5.01M Buy
80,743
+3,567
+5% +$219K 0.55% 37
2020
Q3 		$4.65M Buy
77,176
+2,044
+3% +$123K 0.51% 41
2020
Q2 		$4.42M Sell
75,132
-16,304
-18% -$975K 0.48% 41
2020
Q1 		$6.06M Buy
91,436
+3,732
+4% +$228K 0.54% 33
2019
Q4 		$5.63M Buy
87,704
+22,275
+34% +$1.28M 0.5% 36
2019
Q3 		$3.32M Buy
65,429
+11,002
+20% +$517K 0.29% 66
2019
Q2 		$2.47M Buy
54,427
+38,058
+233% +$1.77M 0.21% 99
2019
Q1 		$781K Sell
16,369
-10,513
-39% -$524K 0.06% 288
2018
Q4 		$1.4M Sell
26,882
-2,147
-7% -$115K 0.11% 196
2018
Q3 		$1.76M Sell
29,029
-764
-3% -$45.3K 0.11% 183
2018
Q2 		$1.65M Buy
29,793
+7,669
+35% +$414K 0.1% 215
2018
Q1 		$1.4M Buy
22,124
+3,052
+16% +$196K 0.07% 272
2017
Q4 		$1.17M Sell
19,072
-568
-3% -$35.5K 0.06% 303
2017
Q3 		$1.25M Sell
19,640
-1,855
-9% -$108K 0.07% 262
2017
Q2 		$1.2M Sell
21,495
-7,211
-25% -$392K 0.07% 250
2017
Q1 		$1.56M Buy
28,706
+5,047
+21% +$277K 0.09% 179
2016
Q4 		$1.38M Buy
23,659
+7,653
+48% +$418K 0.09% 166
2016
Q3 		$863K Buy
16,006
+754
+5% +$48.4K 0.06% 283
2016
Q2 		$1.12M Sell
15,252
-3,168
-17% -$224K 0.08% 193
2016
Q1 		$1.18M Buy
18,420
+1,705
+10% +$108K 0.09% 172
2015
Q4 		$1.15M Sell
16,715
-31,008
-65% -$2.05M 0.09% 192
2015
Q3 		$1.08M Buy
47,723
+34,422
+259% +$2.18M 0.11% 143
2015
Q2 		$885K Buy
13,301
+3,790
+40% +$250K 0.09% 180
2015
Q1 		$613K Buy
9,511
+3,125
+49% +$196K 0.07% 256
2014
Q4 		$377K Buy
6,386
+1,901
+42% +$107K 0.05% 348
2014
Q3 		$230K Buy
+4,485
New +$224K 0.04% 418

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Freedom Investment Management's BMY Position: Q3 2025 in Review

Freedom Investment Management sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 15,322 shares — an estimated $709K sold.

Freedom Investment Management first reported a position in BMY in Q3 2014 and held it in 44 quarters. The position peaked at $6.06M in Q1 2020. 2,267 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

  • Freedom Investment Management reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 15,322 Bristol-Myers Squibb shares in Q3 2025, an estimated $709K.
  • Freedom Investment Management first reported a position in Bristol-Myers Squibb in Q3 2014 and held it in 44 quarters.
  • Freedom Investment Management's Bristol-Myers Squibb position peaked at $6.06M in Q1 2020.
  • 2,267 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.