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Guardian Wealth Management (Illinois)’s Bristol-Myers Squibb BMY Stock Holding History

Guardian Wealth Management (Illinois)’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
-541
Closed -$33.1K – 79
2025
Q1 		$33.1K Buy
541
+3
+0.6% +$175 0.02% 120
2024
Q4 		$30.4K Buy
538
+5
+0.9% +$279 0.02% 133
2024
Q3 		$27.6K Buy
533
+5
+0.9% +$235 0.02% 133
2024
Q2 		$21.9K Buy
528
+6
+1% +$268 0.02% 135
2024
Q1 		$28.3K Buy
522
+5
+1% +$255 0.02% 128
2023
Q4 		$26.5K Buy
517
+114
+28% +$5.98K 0.02% 132
2023
Q3 		$23.4K Sell
403
-125
-24% -$7.66K 0.02% 131
2023
Q2 		$33.8K Buy
528
+4
+0.8% +$268 0.03% 119
2023
Q1 		$36.3K Buy
524
+8
+2% +$564 0.04% 119
2022
Q4 		$37.1K Buy
516
+1
+0.2% +$75 0.04% 127
2022
Q3 		$37K Buy
515
+3
+0.6% +$218 0.04% 119
2022
Q2 		$39K Buy
512
+4
+0.8% +$305 0.04% 119
2022
Q1 		$37K Sell
508
-11
-2% -$739 0.04% 132
2021
Q4 		$32K Buy
+519
New +$30.4K 0.03% 131

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s BMY Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 541 shares — an estimated $33.1K sold.

Guardian Wealth Management (Illinois) first reported a position in BMY in Q4 2021 and held it in 14 quarters. The position peaked at $39K in Q2 2022. 2,299 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 541 Bristol-Myers Squibb shares in Q2 2025, an estimated $33.1K.
  • Guardian Wealth Management (Illinois) first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Management (Illinois)'s Bristol-Myers Squibb position peaked at $39K in Q2 2022.
  • 2,299 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.