LMKC
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L.M. Kohn & Company’s Bristol-Myers Squibb BMY Stock Holding History

L.M. Kohn & Company’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
-6,771
Closed -$313K – 141
2025
Q2 		$313K Sell
6,771
-594
-8% -$29.2K 0.08% 195
2025
Q1 		$449K Buy
7,365
+10
+0.1% +$583 0.12% 157
2024
Q4 		$416K Sell
7,355
-399
-5% -$22.3K 0.11% 155
2024
Q3 		$401K Sell
7,754
-317
-4% -$14.9K 0.1% 169
2024
Q2 		$335K Sell
8,071
-536
-6% -$24K 0.09% 191
2024
Q1 		$467K Buy
8,607
+1,473
+21% +$75K 0.13% 147
2023
Q4 		$366K Sell
7,134
-2,943
-29% -$154K 0.12% 156
2023
Q3 		$585K Hold
10,077
– – 0.21% 102
2023
Q2 		$644K Sell
10,077
-2,061
-17% -$138K 0.24% 96
2023
Q1 		$841K Buy
12,138
+39
+0.3% +$2.75K 0.35% 64
2022
Q4 		$871K Sell
12,099
-159
-1% -$12K 0.41% 63
2022
Q3 		$872K Sell
12,258
-1
-0% -$73 0.43% 56
2022
Q2 		$944K Buy
12,259
+4,566
+59% +$348K 0.44% 57
2022
Q1 		$562K Buy
+7,693
New +$517K 0.22% 115

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
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

L.M. Kohn & Company's BMY Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 6,771 shares — an estimated $313K sold.

L.M. Kohn & Company first reported a position in BMY in Q1 2022 and held it in 14 quarters. The position peaked at $944K in Q2 2022. 2,274 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

  • L.M. Kohn & Company reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 6,771 Bristol-Myers Squibb shares in Q3 2025, an estimated $313K.
  • L.M. Kohn & Company first reported a position in Bristol-Myers Squibb in Q1 2022 and held it in 14 quarters.
  • L.M. Kohn & Company's Bristol-Myers Squibb position peaked at $944K in Q2 2022.
  • 2,274 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.