J. Goldman & Co’s Bristol-Myers Squibb BMY Stock Holding History

J. Goldman & Co’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 Q4	–	Sell	-136,267	Closed	-$6.15M	–	580
2025 Q3	$6.15M	Buy	136,267 +51,062	+60%	+$2.38M	0.15%	179
2025 Q2	$3.94M	Buy	+85,205	New	+$4.18M	0.09%	224
2025 Q1	–	Sell	-143,434	Closed	-$8.36M	–	488
2024 Q4	$8.11M	Buy	+143,434	New	+$8.01M	0.21%	145
2024 Q3	–	Sell	-415,461	Closed	-$19.5M	–	475
2024 Q2	$17.3M	Buy	+415,461	New	+$18.6M	0.49%	62
2023 Q1	–	Sell	-137,061	Closed	-$9.86M	–	365
2022 Q4	$9.86M	Buy	+137,061	New	+$10.3M	0.48%	67
2018 Q1	–	Sell	-9,276	Closed	-$568K	–	346
2017 Q4	$568K	Buy	+9,276	New	+$580K	0.03%	264
2017 Q2	–	Sell	-600	Closed	-$33K	–	306
2017 Q1	$33K	Buy	+600	New	+$32.9K	﹤0.01%	315

Other funds holding BMY

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

J. Goldman & Co's BMY Position: Q4 2025 in Review

J. Goldman & Co sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 136,267 shares — an estimated $6.15M sold.

J. Goldman & Co first reported a position in BMY in Q1 2017 and held it in 7 quarters. The position peaked at $17.3M in Q2 2024. 2,454 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

J. Goldman & Co reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
J. Goldman & Co sold 136,267 Bristol-Myers Squibb shares in Q4 2025, an estimated $6.15M.
J. Goldman & Co first reported a position in Bristol-Myers Squibb in Q1 2017 and held it in 7 quarters.
J. Goldman & Co's Bristol-Myers Squibb position peaked at $17.3M in Q2 2024.
2,454 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on J. Goldman & Co's 13F filing for Q4 2025, filed 17 Feb 2026.