Guardian Asset Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Guardian Asset 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 Q2	–	Sell	-3,340	Closed	-$204K	–	105
2025 Q1	$204K	Buy	+3,340	New	+$195K	0.13%	101
2024 Q2	–	Sell	-3,972	Closed	-$215K	–	99
2024 Q1	$215K	Sell	3,972 -10	-0.3%	-$509	0.18%	94
2023 Q4	$204K	Buy	+3,982	New	+$209K	0.19%	92

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guardian Asset Advisors's BMY Position: Q2 2025 in Review

Guardian Asset Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 3,340 shares — an estimated $204K sold.

Guardian Asset Advisors first reported a position in BMY in Q4 2023 and held it in 3 quarters. The position peaked at $215K in Q1 2024. 2,297 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Guardian Asset Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Guardian Asset Advisors sold 3,340 Bristol-Myers Squibb shares in Q2 2025, an estimated $204K.
Guardian Asset Advisors first reported a position in Bristol-Myers Squibb in Q4 2023 and held it in 3 quarters.
Guardian Asset Advisors's Bristol-Myers Squibb position peaked at $215K in Q1 2024.
2,297 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Guardian Asset Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.