Hopwood Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

Hopwood Financial Services’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	-1,400	Closed	-$63.1K	–	111
2025 Q3	$63.1K	Sell	1,400 -100	-7%	-$4.67K	0.04%	137
2025 Q2	$69.4K	Hold	1,500	–	–	0.05%	131
2025 Q1	$91.5K	Hold	1,500	–	–	0.07%	115
2024 Q4	$84.8K	Buy	+1,500	New	+$83.8K	0.06%	121

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

Hopwood Financial Services's BMY Position: Q4 2025 in Review

Hopwood Financial Services sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 1,400 shares — an estimated $63.1K sold.

Hopwood Financial Services first reported a position in BMY in Q4 2024 and held it in 4 quarters. The position peaked at $91.5K in Q1 2025. 2,454 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

Hopwood Financial Services reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
Hopwood Financial Services sold 1,400 Bristol-Myers Squibb shares in Q4 2025, an estimated $63.1K.
Hopwood Financial Services first reported a position in Bristol-Myers Squibb in Q4 2024 and held it in 4 quarters.
Hopwood Financial Services's Bristol-Myers Squibb position peaked at $91.5K in Q1 2025.
2,454 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.