Globeflex Capital’s Bristol-Myers Squibb BMY Stock Holding History

Globeflex Capital’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	-602,224	Closed	-$27.9M	–	413
2025 Q2	$27.9M	Hold	602,224	–	–	2.31%	9
2025 Q1	$36.7M	Hold	602,224	–	–	3.39%	2
2024 Q4	$34.1M	Buy	+602,224	New	+$33.6M	2.89%	4
2021 Q4	–	Sell	-33	Closed	-$2K	–	466
2021 Q3	$2K	Hold	33	–	–	﹤0.01%	437
2021 Q2	$2K	Hold	33	–	–	﹤0.01%	442
2021 Q1	$2K	Hold	33	–	–	﹤0.01%	438
2020 Q4	$2K	Hold	33	–	–	﹤0.01%	452
2020 Q3	$2K	Hold	33	–	–	﹤0.01%	448
2020 Q2	$2K	Hold	33	–	–	﹤0.01%	472
2020 Q1	$2K	Hold	33	–	–	﹤0.01%	476
2019 Q4	$2K	Hold	33	–	–	﹤0.01%	477
2019 Q3	$2K	Hold	33	–	–	﹤0.01%	465
2019 Q2	$1K	Buy	+33	New	+$1.54K	﹤0.01%	498

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

Globeflex Capital's BMY Position: Q3 2025 in Review

Globeflex Capital sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 602,224 shares — an estimated $27.9M sold.

Globeflex Capital first reported a position in BMY in Q2 2019 and held it in 13 quarters. The position peaked at $36.7M in Q1 2025. 2,267 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

Globeflex Capital reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
Globeflex Capital sold 602,224 Bristol-Myers Squibb shares in Q3 2025, an estimated $27.9M.
Globeflex Capital first reported a position in Bristol-Myers Squibb in Q2 2019 and held it in 13 quarters.
Globeflex Capital's Bristol-Myers Squibb position peaked at $36.7M in Q1 2025.
2,267 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Globeflex Capital's 13F filing for Q3 2025, filed 12 Nov 2025.