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Lederer & Associates Investment Counsel’s Bristol-Myers Squibb BMY Stock Holding History

Lederer & Associates Investment Counsel’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
-19,787
Closed -$892K – 84
2025
Q3 		$892K Sell
19,787
-1,810
-8% -$84.5K 0.58% 53
2025
Q2 		$1M Buy
21,597
+475
+2% +$23.3K 0.66% 52
2025
Q1 		$1.29M Hold
21,122
– – 0.94% 37
2024
Q4 		$1.2M Sell
21,122
-1,360
-6% -$76K 0.83% 41
2024
Q3 		$1.16M Sell
22,482
-80
-0.4% -$3.75K 0.82% 44
2024
Q2 		$937K Sell
22,562
-1,922
-8% -$86K 0.68% 50
2024
Q1 		$1.33M Buy
24,484
+3,229
+15% +$164K 0.92% 40
2023
Q4 		$1.09M Sell
21,255
-12,609
-37% -$662K 0.81% 43
2023
Q3 		$1.97M Buy
33,864
+296
+0.9% +$18.1K 1.56% 19
2023
Q2 		$2.15M Sell
33,568
-291
-0.9% -$19.5K 1.62% 16
2023
Q1 		$2.35M Buy
33,859
+9
+0% +$635 1.81% 13
2022
Q4 		$2.44M Sell
33,850
-552
-2% -$41.6K 1.99% 11
2022
Q3 		$2.45M Sell
34,402
-1,195
-3% -$86.7K 2.07% 10
2022
Q2 		$2.74M Sell
35,597
-5,870
-14% -$447K 2.11% 9
2022
Q1 		$3.03M Sell
41,467
-129
-0.3% -$8.66K 1.85% 12
2021
Q4 		$2.59M Sell
41,596
-956
-2% -$56.1K 1.5% 21
2021
Q3 		$2.52M Buy
42,552
+170
+0.4% +$11.2K 1.63% 21
2021
Q2 		$2.83M Sell
42,382
-1,355
-3% -$88.4K 1.89% 15
2021
Q1 		$2.76M Buy
43,737
+1,980
+5% +$123K 1.95% 13
2020
Q4 		$2.59M Buy
41,757
+1,430
+4% +$87.9K 1.99% 12
2020
Q3 		$2.43M Buy
40,327
+8,557
+27% +$515K 2.02% 13
2020
Q2 		$1.87M Buy
31,770
+380
+1% +$22.7K 1.75% 20
2020
Q1 		$1.75M Buy
+31,390
New +$1.92M 1.98% 16

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Lederer & Associates Investment Counsel's BMY Position: Q4 2025 in Review

Lederer & Associates Investment Counsel sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 19,787 shares — an estimated $892K sold.

Lederer & Associates Investment Counsel first reported a position in BMY in Q1 2020 and held it in 23 quarters. The position peaked at $3.03M in Q1 2022. 2,448 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

  • Lederer & Associates Investment Counsel reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
  • Lederer & Associates Investment Counsel sold 19,787 Bristol-Myers Squibb shares in Q4 2025, an estimated $892K.
  • Lederer & Associates Investment Counsel first reported a position in Bristol-Myers Squibb in Q1 2020 and held it in 23 quarters.
  • Lederer & Associates Investment Counsel's Bristol-Myers Squibb position peaked at $3.03M in Q1 2022.
  • 2,448 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Lederer & Associates Investment Counsel's 13F filing for Q4 2025, filed 26 Jan 2026.