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Horan Securities’s Bristol-Myers Squibb BMY Stock Holding History

Horan Securities’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 		$337K Buy
7,277
+64
+0.9% +$3.14K 0.12% 104
2025
Q1 		$440K Buy
7,213
+52
+0.7% +$3.03K 0.17% 74
2024
Q4 		$405K Buy
7,161
+85
+1% +$4.75K 0.15% 74
2024
Q3 		$366K Sell
7,076
-380
-5% -$17.8K 0.14% 85
2024
Q2 		$310K Buy
7,456
+2,104
+39% +$94.1K 0.13% 81
2024
Q1 		$290K Buy
5,352
+253
+5% +$12.9K 0.14% 81
2023
Q4 		$262K Sell
5,099
-194
-4% -$10.2K 0.13% 83
2023
Q3 		$307K Sell
5,293
-113
-2% -$6.92K 0.16% 69
2023
Q2 		$346K Buy
5,406
+486
+10% +$32.6K 0.15% 76
2023
Q1 		$341K Buy
4,920
+62
+1% +$4.37K 0.18% 62
2022
Q4 		$350K Buy
4,858
+788
+19% +$59.4K 0.2% 49
2022
Q3 		$289K Sell
4,070
-389
-9% -$28.2K 0.18% 56
2022
Q2 		$329K Buy
4,459
+3,988
+847% +$304K 0.2% 47
2022
Q1 		$34K Hold
471
– – 0.02% 209
2021
Q4 		$29K Buy
+471
New +$27.6K 0.02% 215
2021
Q2 		$29K Buy
441
+302
+217% +$19.7K 0.02% 209
2021
Q1 		$9K Buy
139
+124
+827% +$7.71K 0.01% 282
2020
Q4 		$1K Sell
15
-83
-85% -$5.1K ﹤0.01% 376
2020
Q3 		$6K Buy
98
+83
+553% +$5K 0.01% 241
2020
Q2 		$1K Buy
+15
New +$897 ﹤0.01% 293

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 $3.37T AUM 44.26% 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

Horan Securities's BMY Position: Q2 2025 in Review

Horan Securities increased its Bristol-Myers Squibb (BMY) stake by 0.89% in Q2 2025, buying an estimated $3.14K and bringing the position to 7,277 shares worth $337K. The position accounts for 0.12% of the portfolio, ranked #104.

Horan Securities first reported a position in BMY in Q2 2020 and has held it in 20 quarters since. The position peaked at $440K in Q1 2025. 2,297 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

  • Horan Securities held 7,277 shares of Bristol-Myers Squibb worth $337K as of Q2 2025.
  • Horan Securities bought 64 Bristol-Myers Squibb shares in Q2 2025, an estimated $3.14K.
  • Bristol-Myers Squibb made up 0.12% of Horan Securities's portfolio in Q2 2025, its #104 holding.
  • Horan Securities first reported a position in Bristol-Myers Squibb in Q2 2020 and has held it in 20 quarters since.
  • Horan Securities's Bristol-Myers Squibb position peaked at $440K in Q1 2025.
  • 2,297 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Horan Securities's 13F filing for Q2 2025, filed 6 Aug 2025.