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InceptionR’s Bristol-Myers Squibb BMY Stock Holding History

InceptionR’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
Q3 		– Sell
-33,801
Closed -$1.56M – 689
2025
Q2 		$1.56M Buy
+33,801
New +$1.66M 0.36% 56
2025
Q1 		– Sell
-18,030
Closed -$1.02M – 566
2024
Q4 		$1.02M Buy
+18,030
New +$1.01M 0.23% 156
2023
Q3 		– Sell
-17,464
Closed -$1.12M – 407
2023
Q2 		$1.12M Buy
+17,464
New +$1.17M 0.6% 9
2023
Q1 		– Sell
-13,898
Closed -$1,000K – 438
2022
Q4 		$1,000K Buy
+13,898
New +$1.05M 0.53% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

InceptionR's BMY Position: Q3 2025 in Review

InceptionR sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 33,801 shares — an estimated $1.56M sold.

InceptionR first reported a position in BMY in Q4 2022 and held it in 4 quarters. The position peaked at $1.56M in Q2 2025. 2,267 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

  • InceptionR reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
  • InceptionR sold 33,801 Bristol-Myers Squibb shares in Q3 2025, an estimated $1.56M.
  • InceptionR first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 4 quarters.
  • InceptionR's Bristol-Myers Squibb position peaked at $1.56M in Q2 2025.
  • 2,267 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on InceptionR's 13F filing for Q3 2025, filed 13 Nov 2025.