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Hemington Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Hemington Wealth Management’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 		$61K Buy
1,370
+97
+8% +$4.53K 0.01% 310
2025
Q2 		$58K Sell
1,273
-370
-23% -$18.2K 0.01% 307
2025
Q1 		$100K Sell
1,643
-151
-8% -$8.8K 0.02% 204
2024
Q4 		$101K Buy
1,794
+24
+1% +$1.34K 0.03% 191
2024
Q3 		$98K Buy
+1,770
New +$83K 0.03% 192

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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 $432B 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

Hemington Wealth Management's BMY Position: Q3 2025 in Review

Hemington Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 7.6% in Q3 2025, buying an estimated $4.53K and bringing the position to 1,370 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #310.

Hemington Wealth Management first reported a position in BMY in Q3 2024 and has held it in 5 quarters since. The position peaked at $101K in Q4 2024. 2,267 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

  • Hemington Wealth Management held 1,370 shares of Bristol-Myers Squibb worth $61K as of Q3 2025.
  • Hemington Wealth Management bought 97 Bristol-Myers Squibb shares in Q3 2025, an estimated $4.53K.
  • Bristol-Myers Squibb made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #310 holding.
  • Hemington Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Bristol-Myers Squibb position peaked at $101K in Q4 2024.
  • 2,267 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.