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Insight Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Insight Advisors’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
-4,592
Closed -$213K – 290
2025
Q2 		$213K Sell
4,592
-61
-1% -$2.99K 0.03% 267
2025
Q1 		$284K Buy
4,653
+382
+9% +$22.3K 0.05% 225
2024
Q4 		$239K Buy
4,271
+80
+2% +$4.47K 0.04% 259
2024
Q3 		$217K Buy
+4,191
New +$197K 0.04% 279
2024
Q2 		– Sell
-4,271
Closed -$232K – 293
2024
Q1 		$232K Sell
4,271
-48
-1% -$2.44K 0.04% 270
2023
Q4 		$222K Sell
4,319
-257
-6% -$13.5K 0.05% 259
2023
Q3 		$266K Sell
4,576
-1,731
-27% -$106K 0.06% 222
2023
Q2 		$403K Buy
6,307
+38
+0.6% +$2.55K 0.09% 170
2023
Q1 		$435K Sell
6,269
-194
-3% -$13.7K 0.1% 171
2022
Q4 		$467K Buy
6,463
+118
+2% +$8.9K 0.16% 166
2022
Q3 		$451K Buy
6,345
+65
+1% +$4.71K 0.18% 151
2022
Q2 		$453K Sell
6,280
-241
-4% -$18.4K 0.15% 168
2022
Q1 		$476K Sell
6,521
-98
-1% -$6.58K 0.14% 182
2021
Q4 		$413K Sell
6,619
-720
-10% -$42.2K 0.12% 202
2021
Q3 		$435K Buy
7,339
+51
+0.7% +$3.36K 0.13% 194
2021
Q2 		$496K Sell
7,288
-923
-11% -$60.2K 0.16% 170
2021
Q1 		$513K Buy
8,211
+416
+5% +$25.9K 0.16% 157
2020
Q4 		$484K Buy
+7,795
New +$479K 0.18% 145

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Insight Advisors's BMY Position: Q3 2025 in Review

Insight Advisors sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 4,592 shares — an estimated $213K sold.

Insight Advisors first reported a position in BMY in Q4 2020 and held it in 18 quarters. The position peaked at $513K in Q1 2021. 2,274 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

  • Insight Advisors reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
  • Insight Advisors sold 4,592 Bristol-Myers Squibb shares in Q3 2025, an estimated $213K.
  • Insight Advisors first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 18 quarters.
  • Insight Advisors's Bristol-Myers Squibb position peaked at $513K in Q1 2021.
  • 2,274 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Insight Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.