Kooman & Associates’s Bristol-Myers Squibb BMY Stock Holding History

Kooman & Associates’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 Q1	–	Sell	-3,703	Closed	-$209K	–	47
2024 Q4	$209K	Buy	+3,703	New	+$207K	0.08%	47

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

Kooman & Associates's BMY Position: Q1 2025 in Review

Kooman & Associates sold out of Bristol-Myers Squibb (BMY) in Q1 2025, closing a stake of 3,703 shares — an estimated $209K sold.

Kooman & Associates first reported a position in BMY in Q4 2024 and held it in 1 quarter. The position peaked at $209K in Q4 2024. 2,478 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

Kooman & Associates reported no remaining Bristol-Myers Squibb position as of Q1 2025 after selling out during the quarter.
Kooman & Associates sold 3,703 Bristol-Myers Squibb shares in Q1 2025, an estimated $209K.
Kooman & Associates first reported a position in Bristol-Myers Squibb in Q4 2024 and held it in 1 quarter.
Kooman & Associates's Bristol-Myers Squibb position peaked at $209K in Q4 2024.
2,478 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Kooman & Associates's 13F filing for Q1 2025, filed 2 May 2025.