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	-420,300	Closed	-$19M	–	579
2025 Q3	$19M	Buy	420,300 +360,300	+601%	+$16.8M	0.48%	57
2025 Q2	$2.78M	Buy	+60,000	New	+$2.95M	0.07%	254
2025 Q1	–	Sell	-160,000	Closed	-$9.05M	–	487
2024 Q4	$9.05M	Buy	+160,000	New	+$8.94M	0.24%	126
2024 Q3	–	Sell	-100,000	Closed	-$4.15M	–	474
2024 Q2	$4.15M	Buy	+100,000	New	+$4.47M	0.12%	187
2022 Q3	–	Sell	-25,000	Closed	-$1.93M	–	399
2022 Q2	$1.93M	Buy	+25,000	New	+$1.9M	0.09%	205
2020 Q1	–	Sell	-168,037	Closed	-$18.2M	–	253
2019 Q4	$18.2M	Buy	+168,037	New	+$9.62M	1.3%	10
2018 Q1	–	Sell	-305,000	Closed	-$18.7M	–	345
2017 Q4	$18.7M	Buy	+305,000	New	+$19.1M	0.98%	25
2017 Q2	–	Sell	-26,000	Closed	-$1.41M	–	305
2017 Q1	$1.41M	Buy	+26,000	New	+$1.43M	0.07%	233

Other funds holding BMY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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. 2,447 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.
2,447 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.