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Global Financial Private Client’s Bristol-Myers Squibb BMY Stock Holding History

Global Financial Private Client’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
-2,736
Closed -$167K – 393
2025
Q1 		$167K Buy
2,736
+102
+4% +$5.95K 0.06% 217
2024
Q4 		$149K Buy
2,634
+44
+2% +$2.46K 0.06% 226
2024
Q3 		$134K Buy
2,590
+1,032
+66% +$48.4K 0.05% 229
2024
Q2 		$64.7K Sell
1,558
-900
-37% -$40.3K 0.03% 277
2024
Q1 		$130K Sell
2,458
-48
-2% -$2.44K 0.06% 211
2023
Q4 		$129K Hold
2,506
– – 0.06% 204
2023
Q3 		$145K Sell
2,506
-62
-2% -$3.8K 0.07% 183
2023
Q2 		$165K Sell
2,568
-301
-10% -$20.2K 0.08% 181
2023
Q1 		$200K Sell
2,869
-32
-1% -$2.26K 0.1% 156
2022
Q4 		$209K Buy
2,901
+388
+15% +$29.3K 0.12% 139
2022
Q3 		$177K Sell
2,513
-108
-4% -$7.83K 0.1% 152
2022
Q2 		$201K Buy
2,621
+158
+6% +$12K 0.11% 134
2022
Q1 		$182K Sell
2,463
-189
-7% -$12.7K 0.09% 148
2021
Q4 		$165K Sell
2,652
-8,101
-75% -$475K 0.08% 152
2021
Q3 		$640K Buy
10,753
+515
+5% +$33.9K 0.33% 76
2021
Q2 		$681K Buy
10,238
+3,676
+56% +$240K 0.38% 67
2021
Q1 		$413K Buy
6,562
+547
+9% +$34K 0.3% 75
2020
Q4 		$373K Sell
6,015
-428
-7% -$26.3K 0.3% 71
2020
Q3 		$385K Buy
6,443
+484
+8% +$29.1K 0.33% 64
2020
Q2 		$354K Buy
5,959
+500
+9% +$29.9K 0.31% 71
2020
Q1 		$299K Buy
5,459
+3,885
+247% +$237K 0.32% 73
2019
Q4 		$101K Buy
+1,574
New +$90.1K 0.08% 165

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Financial Private Client's BMY Position: Q2 2025 in Review

Global Financial Private Client sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 2,736 shares — an estimated $167K sold.

Global Financial Private Client first reported a position in BMY in Q4 2019 and held it in 22 quarters. The position peaked at $681K in Q2 2021. 2,298 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

  • Global Financial Private Client reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 2,736 Bristol-Myers Squibb shares in Q2 2025, an estimated $167K.
  • Global Financial Private Client first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 22 quarters.
  • Global Financial Private Client's Bristol-Myers Squibb position peaked at $681K in Q2 2021.
  • 2,298 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.