Koesten Hirschmann & Crabtree’s Bristol-Myers Squibb BMY Stock Holding History

Koesten Hirschmann & Crabtree’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	-1,380	Closed	-$62.2K	–	60
2025 Q3	$62.2K	Hold	1,380	–	–	0.03%	77
2025 Q2	$63.9K	Hold	1,380	–	–	0.03%	74
2025 Q1	$84.2K	Hold	1,380	–	–	0.05%	64
2024 Q4	$78.1K	Hold	1,380	–	–	0.04%	63
2024 Q3	$71.4K	Sell	1,380 -38	-3%	-$1.78K	0.04%	64
2024 Q2	$76.9K	Hold	1,418	–	–	0.05%	67
2024 Q1	$76.9K	Buy	1,418 +38	+3%	+$1.94K	0.05%	67
2023 Q4	$70.8K	Hold	1,380	–	–	0.05%	60
2023 Q3	$80.1K	Hold	1,380	–	–	0.06%	42
2023 Q2	$88.3K	Hold	1,380	–	–	0.07%	43
2023 Q1	$95.6K	Hold	1,380	–	–	0.07%	43
2022 Q4	$99.3K	Buy	+1,380	New	+$104K	0.08%	37

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Koesten Hirschmann & Crabtree's BMY Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 1,380 shares — an estimated $62.2K sold.

Koesten Hirschmann & Crabtree first reported a position in BMY in Q4 2022 and held it in 12 quarters. The position peaked at $99.3K in Q4 2022. 2,447 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 1,380 Bristol-Myers Squibb shares in Q4 2025, an estimated $62.2K.
Koesten Hirschmann & Crabtree first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 12 quarters.
Koesten Hirschmann & Crabtree's Bristol-Myers Squibb position peaked at $99.3K in Q4 2022.
2,447 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.