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Horst & Graben Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Horst & Graben 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
Q4 		– Sell
-7,356
Closed -$332K – 180
2025
Q3 		$332K Sell
7,356
-296
-4% -$13.8K 0.05% 136
2025
Q2 		$354K Buy
7,652
+63
+0.8% +$3.09K 0.06% 119
2025
Q1 		$463K Buy
7,589
+51
+0.7% +$2.97K 0.08% 98
2024
Q4 		$426K Buy
7,538
+179
+2% +$10K 0.08% 100
2024
Q3 		$381K Buy
7,359
+61
+0.8% +$2.86K 0.07% 100
2024
Q2 		$303K Buy
7,298
+66
+0.9% +$2.95K 0.06% 109
2024
Q1 		$392K Buy
7,232
+58
+0.8% +$2.96K 0.08% 97
2023
Q4 		$368K Sell
7,174
-612
-8% -$32.1K 0.08% 95
2023
Q3 		$452K Sell
7,786
-139
-2% -$8.52K 0.11% 80
2023
Q2 		$507K Buy
7,925
+60
+0.8% +$4.02K 0.12% 72
2023
Q1 		$545K Buy
7,865
+57
+0.7% +$4.02K 0.14% 70
2022
Q4 		$562K Buy
7,808
+49
+0.6% +$3.69K 0.15% 75
2022
Q3 		$552K Buy
7,759
+52
+0.7% +$3.77K 0.16% 68
2022
Q2 		$593K Buy
7,707
+50
+0.7% +$3.81K 0.16% 67
2022
Q1 		$559K Buy
7,657
+58
+0.8% +$3.89K 0.14% 75
2021
Q4 		$474K Buy
7,599
+63
+0.8% +$3.7K 0.12% 82
2021
Q3 		$446K Buy
7,536
+32
+0.4% +$2.11K 0.12% 83
2021
Q2 		$501K Buy
7,504
+45
+0.6% +$2.93K 0.14% 77
2021
Q1 		$471K Sell
7,459
-358
-5% -$22.3K 0.15% 84
2020
Q4 		$485K Buy
7,817
+46
+0.6% +$2.83K 0.17% 71
2020
Q3 		$469K Buy
7,771
+43
+0.6% +$2.59K 0.18% 63
2020
Q2 		$454K Buy
7,728
+441
+6% +$26.4K 0.2% 60
2020
Q1 		$406K Buy
+7,287
New +$445K 0.21% 54

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Horst & Graben Wealth Management's BMY Position: Q4 2025 in Review

Horst & Graben Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 7,356 shares — an estimated $332K sold.

Horst & Graben Wealth Management first reported a position in BMY in Q1 2020 and held it in 23 quarters. The position peaked at $593K in Q2 2022. 2,454 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

  • Horst & Graben Wealth Management reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
  • Horst & Graben Wealth Management sold 7,356 Bristol-Myers Squibb shares in Q4 2025, an estimated $332K.
  • Horst & Graben Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2020 and held it in 23 quarters.
  • Horst & Graben Wealth Management's Bristol-Myers Squibb position peaked at $593K in Q2 2022.
  • 2,454 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Horst & Graben Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.