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Jacobsen Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Jacobsen Capital 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
Q3 		– Sell
-4,388
Closed -$203K – 123
2025
Q2 		$203K Buy
+4,388
New +$215K 0.07% 113
2024
Q2 		– Sell
-3,910
Closed -$212K – 98
2024
Q1 		$212K Buy
+3,910
New +$199K 0.1% 87

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 $3.38T AUM 44.17% 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

Jacobsen Capital Management's BMY Position: Q3 2025 in Review

Jacobsen Capital Management sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 4,388 shares — an estimated $203K sold.

Jacobsen Capital Management first reported a position in BMY in Q1 2024 and held it in 2 quarters. The position peaked at $212K in Q1 2024. 2,276 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

  • Jacobsen Capital Management reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
  • Jacobsen Capital Management sold 4,388 Bristol-Myers Squibb shares in Q3 2025, an estimated $203K.
  • Jacobsen Capital Management first reported a position in Bristol-Myers Squibb in Q1 2024 and held it in 2 quarters.
  • Jacobsen Capital Management's Bristol-Myers Squibb position peaked at $212K in Q1 2024.
  • 2,276 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Jacobsen Capital Management's 13F filing for Q3 2025, filed 27 Oct 2025.