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Hoxton Planning & Management’s Bristol-Myers Squibb BMY Stock Holding History

Hoxton Planning & 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
Q2 		– Sell
-3,679
Closed -$224K – 210
2025
Q1 		$224K Buy
3,679
+14
+0.4% +$816 0.09% 179
2024
Q4 		$207K Buy
+3,665
New +$205K 0.08% 198

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hoxton Planning & Management's BMY Position: Q2 2025 in Review

Hoxton Planning & Management sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 3,679 shares — an estimated $224K sold.

Hoxton Planning & Management first reported a position in BMY in Q4 2024 and held it in 2 quarters. The position peaked at $224K in Q1 2025. 2,293 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

  • Hoxton Planning & Management reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
  • Hoxton Planning & Management sold 3,679 Bristol-Myers Squibb shares in Q2 2025, an estimated $224K.
  • Hoxton Planning & Management first reported a position in Bristol-Myers Squibb in Q4 2024 and held it in 2 quarters.
  • Hoxton Planning & Management's Bristol-Myers Squibb position peaked at $224K in Q1 2025.
  • 2,293 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Hoxton Planning & Management's 13F filing for Q2 2025, filed 6 Aug 2025.