J.W. Coons Advisors’s Bristol-Myers Squibb BMY Stock Holding History

J.W. Coons 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 Q2	$904K	Hold	19,520	–	–	0.2%	108
2025 Q1	$1.19M	Buy	19,520 +800	+4%	+$46.6K	0.31%	78
2024 Q4	$1.06M	Sell	18,720 -100	-0.5%	-$5.59K	0.27%	83
2024 Q3	$974K	Hold	18,820	–	–	0.24%	95
2024 Q2	$782K	Sell	18,820 -2,500	-12%	-$112K	0.19%	107
2024 Q1	$1.16M	Hold	21,320	–	–	0.26%	79
2023 Q4	$1.09M	Sell	21,320 -1,000	-4%	-$52.5K	0.3%	83
2023 Q3	$1.3M	Sell	22,320 -945	-4%	-$57.9K	0.37%	65
2023 Q2	$1.49M	Hold	23,265	–	–	0.41%	57
2023 Q1	$1.61M	Hold	23,265	–	–	0.46%	54
2022 Q4	$1.67M	Buy	23,265 +3,700	+19%	+$279K	0.5%	52
2022 Q3	$1.39M	Buy	19,565 +445	+2%	+$32.3K	0.53%	58
2022 Q2	$1.48M	Sell	19,120 -1,535	-7%	-$117K	0.52%	55
2022 Q1	$1.51M	Sell	20,655 -2,380	-10%	-$160K	0.45%	58
2021 Q4	$1.43M	Sell	23,035 -235	-1%	-$13.8K	0.43%	63
2021 Q3	$1.38M	Sell	23,270 -101	-0.4%	-$6.65K	0.47%	62
2021 Q2	$1.56M	Buy	23,371 +600	+3%	+$39.1K	0.55%	55
2021 Q1	$1.44M	Buy	22,771 +260	+1%	+$16.2K	0.52%	58
2020 Q4	$1.4M	Buy	22,511 +460	+2%	+$28.3K	0.53%	55
2020 Q3	$1.33M	Buy	22,051 +2,778	+14%	+$167K	0.55%	52
2020 Q2	$1.14M	Hold	19,273	–	–	0.5%	59
2020 Q1	$1.08M	Buy	+19,273	New	+$1.18M	0.57%	53

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 $3.37T AUM 44.26% 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

J.W. Coons Advisors's BMY Position: Q2 2025 in Review

J.W. Coons Advisors held its Bristol-Myers Squibb (BMY) position steady in Q2 2025 at 19,520 shares worth $904K. The position accounts for 0.2% of the portfolio, ranked #108.

J.W. Coons Advisors first reported a position in BMY in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.67M in Q4 2022. 2,297 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

J.W. Coons Advisors held 19,520 shares of Bristol-Myers Squibb worth $904K as of Q2 2025.
J.W. Coons Advisors left its Bristol-Myers Squibb share count unchanged in Q2 2025.
Bristol-Myers Squibb made up 0.2% of J.W. Coons Advisors's portfolio in Q2 2025, its #108 holding.
J.W. Coons Advisors first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 22 quarters since.
J.W. Coons Advisors's Bristol-Myers Squibb position peaked at $1.67M in Q4 2022.
2,297 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.