Grey Fox Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Grey Fox Wealth Advisors’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	-167	Closed	-$7.53K	–	188
2025 Q3	$7.53K	Buy	+167	New	+$7.8K	﹤0.01%	436
2023 Q2	–	Sell	-3,060	Closed	-$212K	–	153
2023 Q1	$212K	Sell	3,060 -560	-15%	-$39.5K	0.13%	92
2022 Q4	$260K	Buy	+3,620	New	+$273K	0.17%	76

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

Norges Bank Oslo, Norway $935B AUM

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Grey Fox Wealth Advisors's BMY Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 167 shares — an estimated $7.53K sold.

Grey Fox Wealth Advisors first reported a position in BMY in Q4 2022 and held it in 3 quarters. The position peaked at $260K in Q4 2022. 2,447 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 167 Bristol-Myers Squibb shares in Q4 2025, an estimated $7.53K.
Grey Fox Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's Bristol-Myers Squibb position peaked at $260K in Q4 2022.
2,447 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.