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

Future Financial 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 Q4	–	Sell	-1,200	Closed	-$54.1K	–	155
2025 Q3	$54.1K	Hold	1,200	–	–	0.03%	244
2025 Q2	$55.5K	Hold	1,200	–	–	0.04%	230
2025 Q1	$73.2K	Sell	1,200 -50	-4%	-$2.91K	0.05%	193
2024 Q4	$70.7K	Sell	1,250 -125	-9%	-$6.98K	0.05%	204
2024 Q3	$71.1K	Buy	+1,375	New	+$64.5K	0.05%	213
2024 Q2	–	Sell	-1,525	Closed	-$82.7K	–	153
2024 Q1	$82.7K	Buy	+1,525	New	+$77.7K	0.06%	194
2023 Q1	–	Sell	-7,085	Closed	-$510K	–	111
2022 Q4	$510K	Sell	7,085 -120	-2%	-$9.05K	0.58%	54
2022 Q3	$555K	Sell	7,205 -91	-1%	-$6.6K	0.64%	50
2022 Q2	$533K	Hold	7,296	–	–	0.52%	63
2022 Q1	$533K	Buy	7,296 +617	+9%	+$41.4K	0.44%	63
2021 Q4	$413K	Buy	+6,679	New	+$392K	0.33%	72

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Future Financial Wealth Management's BMY Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 1,200 shares — an estimated $54.1K sold.

Future Financial Wealth Management first reported a position in BMY in Q4 2021 and held it in 11 quarters. The position peaked at $555K in Q3 2022. 2,454 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

Future Financial Wealth Management reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 1,200 Bristol-Myers Squibb shares in Q4 2025, an estimated $54.1K.
Future Financial Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 11 quarters.
Future Financial Wealth Management's Bristol-Myers Squibb position peaked at $555K in Q3 2022.
2,454 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.