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Goldstone Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Goldstone Financial Group’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
-10,267
Closed -$482K – 217
2025
Q2 		$482K Buy
10,267
+5,781
+129% +$284K 0.06% 157
2025
Q1 		$274K Sell
4,486
-338
-7% -$19.7K 0.04% 174
2024
Q4 		$273K Buy
4,824
+279
+6% +$15.6K 0.04% 172
2024
Q3 		$235K Buy
+4,545
New +$213K 0.04% 171

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldstone Financial Group's BMY Position: Q3 2025 in Review

Goldstone Financial Group sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 10,267 shares — an estimated $482K sold.

Goldstone Financial Group first reported a position in BMY in Q3 2024 and held it in 4 quarters. The position peaked at $482K in Q2 2025. 2,267 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

  • Goldstone Financial Group reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
  • Goldstone Financial Group sold 10,267 Bristol-Myers Squibb shares in Q3 2025, an estimated $482K.
  • Goldstone Financial Group first reported a position in Bristol-Myers Squibb in Q3 2024 and held it in 4 quarters.
  • Goldstone Financial Group's Bristol-Myers Squibb position peaked at $482K in Q2 2025.
  • 2,267 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Goldstone Financial Group's 13F filing for Q3 2025, filed 17 Oct 2025.