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BMY icon

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 $5.7T 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 $1.47T 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 $431B 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