Kessler Investment Group’s Bristol-Myers Squibb BMY Stock Holding History

Kessler Investment Group’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	-400	Closed	-$18.5K	–	97
2025 Q2	$18.5K	Hold	400	–	–	0.01%	121
2025 Q1	$24.4K	Hold	400	–	–	0.01%	121
2024 Q4	$22.6K	Hold	400	–	–	0.01%	106
2024 Q3	$20.7K	Hold	400	–	–	0.01%	109
2024 Q2	$16.6K	Hold	400	–	–	0.01%	116
2024 Q1	$21.7K	Hold	400	–	–	0.01%	105
2023 Q4	$20.5K	Hold	400	–	–	0.01%	109
2023 Q3	$23.2K	Hold	400	–	–	0.02%	93
2023 Q2	$25.6K	Hold	400	–	–	0.02%	95
2023 Q1	$27.7K	Hold	400	–	–	0.02%	106
2022 Q4	$29K	Hold	400	–	–	0.03%	90
2022 Q3	$28K	Hold	400	–	–	0.02%	108
2022 Q2	$31K	Buy	+400	New	+$30.5K	0.03%	99
2021 Q4	–	Sell	-1,095	Closed	-$65K	–	177
2021 Q3	$65K	Buy	+1,095	New	+$72.1K	0.05%	99
2019 Q3	–	Sell	-1,320	Closed	-$60K	–	105
2019 Q2	$60K	Hold	1,320	–	–	0.06%	84
2019 Q1	$63K	Sell	1,320 -159	-11%	-$7.92K	0.06%	79
2018 Q4	$77K	Buy	1,479 +59	+4%	+$3.17K	0.1%	62
2018 Q3	$88K	Buy	1,420 +384	+37%	+$22.8K	0.09%	76
2018 Q2	$57K	Buy	+1,036	New	+$56K	0.07%	91

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kessler Investment Group's BMY Position: Q3 2025 in Review

Kessler Investment Group sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 400 shares — an estimated $18.5K sold.

Kessler Investment Group first reported a position in BMY in Q2 2018 and held it in 19 quarters. The position peaked at $88K in Q3 2018. 2,276 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

Kessler Investment Group reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
Kessler Investment Group sold 400 Bristol-Myers Squibb shares in Q3 2025, an estimated $18.5K.
Kessler Investment Group first reported a position in Bristol-Myers Squibb in Q2 2018 and held it in 19 quarters.
Kessler Investment Group's Bristol-Myers Squibb position peaked at $88K in Q3 2018.
2,276 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Kessler Investment Group's 13F filing for Q3 2025, filed 9 Oct 2025.