Legal Advantage Investments’s Bristol-Myers Squibb BMY Stock Holding History

Legal Advantage Investments’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	–	Sell	-3,891	Closed	-$237K	–	95
2025 Q1	$237K	Hold	3,891	–	–	0.13%	94
2024 Q4	$220K	Buy	+3,891	New	+$217K	0.12%	100
2023 Q4	–	Sell	-3,825	Closed	-$222K	–	100
2023 Q3	$222K	Sell	3,825 -732	-16%	-$44.9K	0.16%	87
2023 Q2	$291K	Sell	4,557 -500	-10%	-$33.5K	0.19%	85
2023 Q1	$351K	Hold	5,057	–	–	0.26%	76
2022 Q4	$364K	Hold	5,057	–	–	0.3%	71
2022 Q3	$360K	Buy	5,057 +459	+10%	+$33.3K	0.34%	64
2022 Q2	$354K	Hold	4,598	–	–	0.35%	60
2022 Q1	$336K	Buy	4,598 +198	+5%	+$13.3K	0.25%	65
2021 Q4	$274K	Buy	+4,400	New	+$258K	0.19%	73

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Legal Advantage Investments's BMY Position: Q2 2025 in Review

Legal Advantage Investments sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 3,891 shares — an estimated $237K sold.

Legal Advantage Investments first reported a position in BMY in Q4 2021 and held it in 10 quarters. The position peaked at $364K in Q4 2022. 2,293 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Legal Advantage Investments reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Legal Advantage Investments sold 3,891 Bristol-Myers Squibb shares in Q2 2025, an estimated $237K.
Legal Advantage Investments first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 10 quarters.
Legal Advantage Investments's Bristol-Myers Squibb position peaked at $364K in Q4 2022.
2,293 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Legal Advantage Investments's 13F filing for Q2 2025, filed 25 Jul 2025.