HPCM
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Hunter Perkins Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Hunter Perkins Capital 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
-78,115
Closed -$4.76M – 111
2025
Q1 		$4.76M Sell
78,115
-100,435
-56% -$5.85M 1.11% 33
2024
Q4 		$10.1M Sell
178,550
-19,000
-10% -$1.06M 2.12% 16
2024
Q3 		$10.2M Buy
197,550
+142,525
+259% +$6.69M 2.07% 16
2024
Q2 		$2.29M Sell
55,025
-950
-2% -$42.5K 0.48% 47
2024
Q1 		$3.04M Sell
55,975
-2,850
-5% -$145K 0.62% 45
2023
Q4 		$3.02M Sell
58,825
-35,350
-38% -$1.86M 0.63% 44
2023
Q3 		$5.47M Sell
94,175
-38,720
-29% -$2.37M 1.17% 29
2023
Q2 		$5.36M Buy
132,895
+83,710
+170% +$5.61M 1.14% 26
2023
Q1 		$3.41M Buy
49,185
+2,875
+6% +$203K 0.8% 31
2022
Q4 		$3.33M Sell
46,310
-31,100
-40% -$2.34M 0.75% 37
2022
Q3 		$5.5M Sell
77,410
-2,125
-3% -$154K 1.35% 24
2022
Q2 		$6.15M Sell
79,535
-48,525
-38% -$3.7M 1.42% 23
2022
Q1 		$9.35M Buy
128,060
+17,125
+15% +$1.15M 1.88% 20
2021
Q4 		$6.92M Buy
+110,935
New +$6.51M 1.3% 25

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

Hunter Perkins Capital Management's BMY Position: Q2 2025 in Review

Hunter Perkins Capital Management sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 78,115 shares — an estimated $4.76M sold.

Hunter Perkins Capital Management first reported a position in BMY in Q4 2021 and held it in 14 quarters. The position peaked at $10.2M in Q3 2024. 2,293 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

  • Hunter Perkins Capital Management reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
  • Hunter Perkins Capital Management sold 78,115 Bristol-Myers Squibb shares in Q2 2025, an estimated $4.76M.
  • Hunter Perkins Capital Management first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 14 quarters.
  • Hunter Perkins Capital Management's Bristol-Myers Squibb position peaked at $10.2M in Q3 2024.
  • 2,293 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Hunter Perkins Capital Management's 13F filing for Q2 2025, filed 22 Jul 2025.