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

Greystone 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 Q2	–	Sell	-160,028	Closed	-$9.76M	–	95
2025 Q1	$9.76M	Buy	+160,028	New	+$9.33M	1.77%	23
2023 Q4	–	Sell	-56,250	Closed	-$3.26M	–	109
2023 Q3	$3.26M	Buy	56,250 +1,334	+2%	+$81.7K	0.81%	47
2023 Q2	$3.51M	Buy	+54,916	New	+$3.68M	0.81%	45
2022 Q2	–	Sell	-117,798	Closed	-$8.6M	–	72
2022 Q1	$8.6M	Sell	117,798 -1,265	-1%	-$84.9K	2.17%	15
2021 Q4	$7.42M	Buy	119,063 +26,071	+28%	+$1.53M	1.78%	33
2021 Q3	$5.5M	Sell	92,992 -13,699	-13%	-$902K	1.64%	25
2021 Q2	$7.13M	Buy	106,691 +709	+0.7%	+$46.2K	1.77%	22
2021 Q1	$6.81M	Buy	+105,982	New	+$6.59M	1.71%	36

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

Greystone Financial Group's BMY Position: Q2 2025 in Review

Greystone Financial Group sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 160,028 shares — an estimated $9.76M sold.

Greystone Financial Group first reported a position in BMY in Q1 2021 and held it in 8 quarters. The position peaked at $9.76M in Q1 2025. 2,293 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Greystone Financial Group reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Greystone Financial Group sold 160,028 Bristol-Myers Squibb shares in Q2 2025, an estimated $9.76M.
Greystone Financial Group first reported a position in Bristol-Myers Squibb in Q1 2021 and held it in 8 quarters.
Greystone Financial Group's Bristol-Myers Squibb position peaked at $9.76M in Q1 2025.
2,293 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Greystone Financial Group's 13F filing for Q2 2025, filed 7 Aug 2025.