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Keener Financial Planning’s Bristol-Myers Squibb BMY Stock Holding History

Keener Financial Planning’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
-468
Closed -$21K – 79
2025
Q3 		$21K Hold
468
– – 0.01% 130
2025
Q2 		$21K Hold
468
– – 0.01% 131
2025
Q1 		$28K Hold
468
– – 0.02% 97
2024
Q4 		$26K Hold
468
– – 0.02% 109
2024
Q3 		$24K Hold
468
– – 0.02% 108
2024
Q2 		$19K Hold
468
– – 0.01% 115
2024
Q1 		$26K Hold
468
– – 0.02% 113
2023
Q4 		$24K Buy
+468
New +$24.6K 0.02% 119

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 $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Keener Financial Planning's BMY Position: Q4 2025 in Review

Keener Financial Planning sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 468 shares — an estimated $21K sold.

Keener Financial Planning first reported a position in BMY in Q4 2023 and held it in 8 quarters. The position peaked at $28K in Q1 2025. 2,454 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

  • Keener Financial Planning reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 468 Bristol-Myers Squibb shares in Q4 2025, an estimated $21K.
  • Keener Financial Planning first reported a position in Bristol-Myers Squibb in Q4 2023 and held it in 8 quarters.
  • Keener Financial Planning's Bristol-Myers Squibb position peaked at $28K in Q1 2025.
  • 2,454 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.