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LGT Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

LGT Financial Advisors’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
-678
Closed -$31.4K – 419
2025
Q2 		$31.4K Buy
678
+121
+22% +$5.94K 0.08% 129
2025
Q1 		$34K Buy
557
+5
+0.9% +$291 0.1% 123
2024
Q4 		$31.2K Buy
552
+6
+1% +$335 0.07% 219
2024
Q3 		$28.2K Sell
546
-213
-28% -$9.99K 0.07% 203
2024
Q2 		$31.5K Buy
759
+227
+43% +$10.2K 0.07% 217
2024
Q1 		$28.8K Buy
532
+7
+1% +$357 0.03% 298
2023
Q4 		$27K Sell
525
-14
-3% -$735 0.03% 284
2023
Q3 		$31.3K Buy
+539
New +$33K 0.04% 269

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 $3.38T AUM 44.17% 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

LGT Financial Advisors's BMY Position: Q3 2025 in Review

LGT Financial Advisors sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 678 shares — an estimated $31.4K sold.

LGT Financial Advisors first reported a position in BMY in Q3 2023 and held it in 8 quarters. The position peaked at $34K in Q1 2025. 2,276 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

  • LGT Financial Advisors reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 678 Bristol-Myers Squibb shares in Q3 2025, an estimated $31.4K.
  • LGT Financial Advisors first reported a position in Bristol-Myers Squibb in Q3 2023 and held it in 8 quarters.
  • LGT Financial Advisors's Bristol-Myers Squibb position peaked at $34K in Q1 2025.
  • 2,276 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.