GoalVest Advisory’s Bristol-Myers Squibb BMY Stock Holding History

GoalVest Advisory’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	-8	Closed	-$488	–	375
2025 Q1	$488	Buy	+8	New	+$466	﹤0.01%	366
2023 Q2	–	Sell	-418	Closed	-$28K	–	367
2023 Q1	$29K	Buy	+418	New	+$29.5K	0.02%	146
2022 Q2	–	Sell	-15	Closed	-$1K	–	328
2022 Q1	$1K	Buy	+15	New	+$1.01K	﹤0.01%	313

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

GoalVest Advisory's BMY Position: Q2 2025 in Review

GoalVest Advisory sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 8 shares — an estimated $488 sold.

GoalVest Advisory first reported a position in BMY in Q1 2022 and held it in 3 quarters. The position peaked at $29K in Q1 2023. 2,292 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

GoalVest Advisory reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 8 Bristol-Myers Squibb shares in Q2 2025, an estimated $488.
GoalVest Advisory first reported a position in Bristol-Myers Squibb in Q1 2022 and held it in 3 quarters.
GoalVest Advisory's Bristol-Myers Squibb position peaked at $29K in Q1 2023.
2,292 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.