Harvey Investment Company’s Bristol-Myers Squibb BMY Stock Holding History

Harvey Investment Company’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	–	Sell	-4,405	Closed	-$204K	–	103
2025 Q2	$204K	Hold	4,405	–	–	0.02%	102
2025 Q1	$269K	Hold	4,405	–	–	0.03%	93
2024 Q4	$249K	Hold	4,405	–	–	0.03%	95
2024 Q3	$228K	Sell	4,405 -600	-12%	-$28.1K	0.03%	97
2024 Q2	$208K	Hold	5,005	–	–	0.02%	95
2024 Q1	$271K	Hold	5,005	–	–	0.03%	87
2023 Q4	$257K	Hold	5,005	–	–	0.03%	84
2023 Q3	$290K	Hold	5,005	–	–	0.04%	81
2023 Q2	$320K	Hold	5,005	–	–	0.04%	80
2023 Q1	$347K	Hold	5,005	–	–	0.04%	81
2022 Q4	$360K	Hold	5,005	–	–	0.05%	79
2022 Q3	$356K	Hold	5,005	–	–	0.05%	79
2022 Q2	$385K	Hold	5,005	–	–	0.05%	79
2022 Q1	$366K	Hold	5,005	–	–	0.04%	80
2021 Q4	$312K	Hold	5,005	–	–	0.04%	86
2021 Q3	$296K	Hold	5,005	–	–	0.04%	81
2021 Q2	$334K	Hold	5,005	–	–	0.04%	79
2021 Q1	$316K	Hold	5,005	–	–	0.05%	80
2020 Q4	$310K	Hold	5,005	–	–	0.04%	77
2020 Q3	$302K	Hold	5,005	–	–	0.05%	75
2020 Q2	$294K	Hold	5,005	–	–	0.05%	77
2020 Q1	$279K	Hold	5,005	–	–	0.05%	75
2019 Q4	$321K	Hold	5,005	–	–	0.05%	75
2019 Q3	$254K	Sell	5,005 -1,200	-19%	-$56.4K	0.04%	81
2019 Q2	$281K	Hold	6,205	–	–	0.05%	74
2019 Q1	$296K	Hold	6,205	–	–	0.05%	73
2018 Q4	$323K	Buy	+6,205	New	+$333K	0.06%	68
2015 Q3	–	Sell	-3,273	Closed	-$218K	–	78
2015 Q2	$218K	Hold	3,273	–	–	0.05%	80
2015 Q1	$211K	Buy	+3,273	New	+$205K	0.05%	82

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harvey Investment Company's BMY Position: Q3 2025 in Review

Harvey Investment Company sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 4,405 shares — an estimated $204K sold.

Harvey Investment Company first reported a position in BMY in Q1 2015 and held it in 29 quarters. The position peaked at $385K in Q2 2022. 2,268 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

Harvey Investment Company reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
Harvey Investment Company sold 4,405 Bristol-Myers Squibb shares in Q3 2025, an estimated $204K.
Harvey Investment Company first reported a position in Bristol-Myers Squibb in Q1 2015 and held it in 29 quarters.
Harvey Investment Company's Bristol-Myers Squibb position peaked at $385K in Q2 2022.
2,268 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Harvey Investment Company's 13F filing for Q3 2025, filed 22 Oct 2025.