FSA Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

FSA Wealth 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	$67K	Hold	1,485	–	–	0.02%	134
2025 Q2	$68.7K	Hold	1,485	–	–	0.03%	124
2025 Q1	$90.6K	Sell	1,485 -330	-18%	-$19.2K	0.04%	91
2024 Q4	$103K	Hold	1,815	–	–	0.04%	86
2024 Q3	$93.9K	Buy	+1,815	New	+$85.1K	0.04%	98
2024 Q1	$112K	Sell	2,070 -107	-5%	-$5.45K	0.05%	81
2023 Q4	$112K	Buy	+2,177	New	+$114K	0.05%	76
2021 Q1	–	Sell	-2,109	Closed	-$131K	–	75
2020 Q4	$131K	Buy	+2,109	New	+$130K	0.07%	71
2020 Q3	–	Sell	-2,109	Closed	-$124K	–	99
2020 Q2	$124K	Hold	2,109	–	–	0.08%	72
2020 Q1	$118K	Hold	2,109	–	–	0.1%	69
2019 Q4	$135K	Buy	+2,109	New	+$121K	0.1%	75

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FSA Wealth Management's BMY Position: Q3 2025 in Review

FSA Wealth Management held its Bristol-Myers Squibb (BMY) position steady in Q3 2025 at 1,485 shares worth $67K. The position accounts for 0.02% of the portfolio, ranked #134.

FSA Wealth Management first reported a position in BMY in Q4 2019 and has held it in 11 quarters since. The position peaked at $135K in Q4 2019. 2,267 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

FSA Wealth Management held 1,485 shares of Bristol-Myers Squibb worth $67K as of Q3 2025.
FSA Wealth Management left its Bristol-Myers Squibb share count unchanged in Q3 2025.
Bristol-Myers Squibb made up 0.02% of FSA Wealth Management's portfolio in Q3 2025, its #134 holding.
FSA Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's Bristol-Myers Squibb position peaked at $135K in Q4 2019.
2,267 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.