Heartwood Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Heartwood Wealth 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 Q4	–	Sell	-1,899	Closed	-$85.6K	–	254
2025 Q3	$85.6K	Buy	+1,899	New	+$88.7K	0.01%	272
2023 Q3	–	Sell	-3,277	Closed	-$210K	–	134
2023 Q2	$210K	Sell	3,277 -26	-0.8%	-$1.74K	0.03%	131
2023 Q1	$229K	Hold	3,303	–	–	0.03%	118
2022 Q4	$238K	Sell	3,303 -69	-2%	-$5.2K	0.04%	113
2022 Q3	$240K	Buy	3,372 +756	+29%	+$54.8K	0.04%	104
2022 Q2	$201K	Buy	+2,616	New	+$199K	0.03%	114

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Heartwood Wealth Advisors's BMY Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 1,899 shares — an estimated $85.6K sold.

Heartwood Wealth Advisors first reported a position in BMY in Q2 2022 and held it in 6 quarters. The position peaked at $240K in Q3 2022. 2,454 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 1,899 Bristol-Myers Squibb shares in Q4 2025, an estimated $85.6K.
Heartwood Wealth Advisors first reported a position in Bristol-Myers Squibb in Q2 2022 and held it in 6 quarters.
Heartwood Wealth Advisors's Bristol-Myers Squibb position peaked at $240K in Q3 2022.
2,454 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.