FSC Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

FSC Wealth Advisors’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	-200	Closed	-$12.2K	–	95
2025 Q1	$12.2K	Hold	200	–	–	0.01%	192
2024 Q4	$11.3K	Hold	200	–	–	0.01%	191
2024 Q3	$10.3K	Hold	200	–	–	0.01%	194
2024 Q2	$8.31K	Hold	200	–	–	0.01%	206
2024 Q1	$10.8K	Hold	200	–	–	0.01%	189
2023 Q4	$10.3K	Hold	200	–	–	0.01%	203
2023 Q3	$11.6K	Hold	200	–	–	0.01%	155
2023 Q2	$12.8K	Hold	200	–	–	0.01%	133
2023 Q1	$13.9K	Sell	200 -132	-40%	-$9.31K	0.02%	99
2022 Q4	$23.9K	Hold	332	–	–	0.04%	77
2022 Q3	$24K	Hold	332	–	–	0.23%	72
2022 Q2	$26K	Hold	332	–	–	0.23%	72
2022 Q1	$24K	Hold	332	–	–	0.02%	87
2021 Q4	$21K	Buy	+332	New	+$19.5K	0.01%	102

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FSC Wealth Advisors's BMY Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 200 shares — an estimated $12.2K sold.

FSC Wealth Advisors first reported a position in BMY in Q4 2021 and held it in 14 quarters. The position peaked at $26K in Q2 2022. 2,299 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

FSC Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 200 Bristol-Myers Squibb shares in Q2 2025, an estimated $12.2K.
FSC Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 14 quarters.
FSC Wealth Advisors's Bristol-Myers Squibb position peaked at $26K in Q2 2022.
2,299 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.