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Gries Financial’s Bristol-Myers Squibb BMY Stock Holding History

Gries Financial’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 		$2.27M Buy
50,378
+722
+1% +$33.7K 0.36% 56
2025
Q2 		$2.3M Buy
49,656
+676
+1% +$33.2K 0.42% 49
2025
Q1 		$2.99M Sell
48,980
-2,267
-4% -$132K 0.58% 33
2024
Q4 		$2.9M Buy
51,247
+33,832
+194% +$1.89M 0.51% 37
2024
Q3 		$901K Buy
17,415
+267
+2% +$12.5K 0.17% 131
2024
Q2 		$712K Sell
17,148
-50,969
-75% -$2.28M 0.15% 128
2024
Q1 		$3.69M Buy
68,117
+26,338
+63% +$1.34M 0.62% 35
2023
Q4 		$2.14M Sell
41,779
-1,332
-3% -$69.9K 0.47% 52
2023
Q3 		$2.5M Sell
43,111
-728
-2% -$44.6K 0.67% 31
2023
Q2 		$2.8M Sell
43,839
-448
-1% -$30K 0.77% 26
2023
Q1 		$3.07M Sell
44,287
-1,949
-4% -$137K 0.91% 21
2022
Q4 		$3.33M Buy
46,236
+8,911
+24% +$672K 1.1% 18
2022
Q3 		$2.65M Buy
37,325
+707
+2% +$51.3K 1.12% 18
2022
Q2 		$2.82M Sell
36,618
-10,114
-22% -$770K 1.34% 15
2022
Q1 		$3.41M Buy
46,732
+9,300
+25% +$624K 1.26% 13
2021
Q4 		$2.33M Buy
37,432
+18,427
+97% +$1.08M 0.95% 20
2021
Q3 		$1.13M Sell
19,005
-150
-0.8% -$9.88K 0.35% 81
2021
Q2 		$1.31M Hold
19,155
– – 0.42% 67
2021
Q1 		$1.25M Buy
+19,155
New +$1.19M 0.4% 72

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gries Financial's BMY Position: Q3 2025 in Review

Gries Financial increased its Bristol-Myers Squibb (BMY) stake by 1.5% in Q3 2025, buying an estimated $33.7K and bringing the position to 50,378 shares worth $2.27M. The position accounts for 0.36% of the portfolio, ranked #56.

Gries Financial first reported a position in BMY in Q1 2021 and has held it in 19 quarters since. The position peaked at $3.69M in Q1 2024. 2,274 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

  • Gries Financial held 50,378 shares of Bristol-Myers Squibb worth $2.27M as of Q3 2025.
  • Gries Financial bought 722 Bristol-Myers Squibb shares in Q3 2025, an estimated $33.7K.
  • Bristol-Myers Squibb made up 0.36% of Gries Financial's portfolio in Q3 2025, its #56 holding.
  • Gries Financial first reported a position in Bristol-Myers Squibb in Q1 2021 and has held it in 19 quarters since.
  • Gries Financial's Bristol-Myers Squibb position peaked at $3.69M in Q1 2024.
  • 2,274 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.