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Legacy Investment Solutions’s Bristol-Myers Squibb BMY Stock Holding History

Legacy Investment Solutions’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
Q2 		$1.39K Buy
+30
New +$1.47K ﹤0.01% 560
2024
Q4 		$1.71K Hold
30
– – ﹤0.01% 520
2024
Q3 		$1.75K Buy
+30
New +$1.41K ﹤0.01% 494

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Investment Solutions's BMY Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Bristol-Myers Squibb (BMY) in Q2 2025: 30 shares worth $1.39K. The stake represents ﹤0.01% of the portfolio and ranks #560 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in BMY as recently as Q4 2024.

Legacy Investment Solutions first reported a position in BMY in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.75K in Q3 2024. 2,292 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

  • Legacy Investment Solutions held 30 shares of Bristol-Myers Squibb worth $1.39K as of Q2 2025.
  • Bristol-Myers Squibb was a new Legacy Investment Solutions position in Q2 2025.
  • Bristol-Myers Squibb made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #560 holding.
  • Legacy Investment Solutions first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Bristol-Myers Squibb position peaked at $1.75K in Q3 2024.
  • 2,292 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.