Iron Horse Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Iron Horse 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 Q2	$7.27K	Hold	157	–	–	﹤0.01%	328
2025 Q1	$9.57K	Hold	157	–	–	﹤0.01%	279
2024 Q4	$8.88K	Buy	157 +9	+6%	+$503	﹤0.01%	252
2024 Q3	$7.66K	Buy	148 +35	+31%	+$1.64K	﹤0.01%	262
2024 Q2	$4.69K	Hold	113	–	–	﹤0.01%	284
2024 Q1	$6.13K	Buy	113 +35	+45%	+$1.78K	﹤0.01%	238
2023 Q4	$4K	Hold	78	–	–	﹤0.01%	289
2023 Q3	$4.53K	Buy	78 +37	+90%	+$2.27K	﹤0.01%	277
2023 Q2	$2.62K	Sell	41 -30	-42%	-$2.01K	﹤0.01%	208
2023 Q1	$4.92K	Buy	71 +30	+73%	+$2.12K	﹤0.01%	204
2022 Q4	$3K	Buy	41 +15	+58%	+$1.13K	﹤0.01%	174
2022 Q3	$2K	Sell	26 -15	-37%	-$1.09K	﹤0.01%	111
2022 Q2	$3K	Hold	41	–	–	﹤0.01%	169
2022 Q1	$3K	Hold	41	–	–	﹤0.01%	178
2021 Q4	$3K	Buy	41 +15	+58%	+$880	﹤0.01%	159
2021 Q3	$2K	Hold	26	–	–	﹤0.01%	152
2021 Q2	$2K	Hold	26	–	–	﹤0.01%	155
2021 Q1	$2K	Hold	26	–	–	﹤0.01%	145
2020 Q4	$2K	Buy	+26	New	+$1.6K	﹤0.01%	144

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Iron Horse Wealth Management's BMY Position: Q2 2025 in Review

Iron Horse Wealth Management held its Bristol-Myers Squibb (BMY) position steady in Q2 2025 at 157 shares worth $7.27K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Iron Horse Wealth Management first reported a position in BMY in Q4 2020 and has held it in 19 quarters since. The position peaked at $9.57K in Q1 2025. 2,299 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Iron Horse Wealth Management held 157 shares of Bristol-Myers Squibb worth $7.27K as of Q2 2025.
Iron Horse Wealth Management left its Bristol-Myers Squibb share count unchanged in Q2 2025.
Bristol-Myers Squibb made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #328 holding.
Iron Horse Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 19 quarters since.
Iron Horse Wealth Management's Bristol-Myers Squibb position peaked at $9.57K in Q1 2025.
2,299 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.