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Lindbrook Capital’s Bristol-Myers Squibb BMY Stock Holding History

Lindbrook Capital’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
Q1 		$675K Sell
11,073
-1,581
-12% -$92.2K 0.06% 177
2024
Q4 		$716K Buy
12,654
+1,493
+13% +$83.4K 0.06% 174
2024
Q3 		$577K Buy
11,161
+3,324
+42% +$156K 0.05% 204
2024
Q2 		$325K Sell
7,837
-1,203
-13% -$53.8K 0.03% 270
2024
Q1 		$490K Sell
9,040
-396
-4% -$20.2K 0.05% 220
2023
Q4 		$484K Buy
9,436
+1,376
+17% +$72.2K 0.05% 206
2023
Q3 		$468K Buy
8,060
+182
+2% +$11.2K 0.05% 189
2023
Q2 		$504K Sell
7,878
-725
-8% -$48.6K 0.05% 179
2023
Q1 		$596K Sell
8,603
-662
-7% -$46.7K 0.07% 154
2022
Q4 		$667K Sell
9,265
-449
-5% -$33.9K 0.08% 151
2022
Q3 		$691K Buy
9,714
+2,246
+30% +$163K 0.12% 105
2022
Q2 		$575K Sell
7,468
-1,899
-20% -$145K 0.1% 129
2022
Q1 		$684K Sell
9,367
-236
-2% -$15.8K 0.11% 121
2021
Q4 		$599K Buy
9,603
+2,054
+27% +$120K 0.09% 138
2021
Q3 		$447K Sell
7,549
-204
-3% -$13.4K 0.12% 78
2021
Q2 		$518K Sell
7,753
-958
-11% -$62.5K 0.12% 71
2021
Q1 		$550K Buy
8,711
+106
+1% +$6.59K 0.12% 67
2020
Q4 		$534K Buy
8,605
+2,211
+35% +$136K 0.13% 64
2020
Q3 		$385K Buy
6,394
+314
+5% +$18.9K 0.11% 80
2020
Q2 		$358K Buy
6,080
+93
+2% +$5.56K 0.11% 80
2020
Q1 		$334K Sell
5,987
-954
-14% -$58.3K 0.13% 68
2019
Q4 		$446K Buy
6,941
+947
+16% +$54.2K 0.16% 67
2019
Q3 		$304K Sell
5,994
-281
-4% -$13.2K 0.11% 85
2019
Q2 		$284K Buy
6,275
+1,123
+22% +$52.3K 0.11% 95
2019
Q1 		$245K Buy
5,152
+1,095
+27% +$54.5K 0.1% 106
2018
Q4 		$210K Buy
+4,057
New +$218K 0.1% 100

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

Lindbrook Capital's BMY Position: Q1 2025 in Review

Lindbrook Capital reduced its Bristol-Myers Squibb (BMY) stake by 12% in Q1 2025, selling an estimated $92.2K and leaving 11,073 shares worth $675K. The position accounts for 0.06% of the portfolio, ranked #177.

Lindbrook Capital first reported a position in BMY in Q4 2018 and has held it in 26 quarters since. The position peaked at $716K in Q4 2024. 2,478 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

  • Lindbrook Capital held 11,073 shares of Bristol-Myers Squibb worth $675K as of Q1 2025.
  • Lindbrook Capital sold 1,581 Bristol-Myers Squibb shares in Q1 2025, an estimated $92.2K.
  • Bristol-Myers Squibb made up 0.06% of Lindbrook Capital's portfolio in Q1 2025, its #177 holding.
  • Lindbrook Capital first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Bristol-Myers Squibb position peaked at $716K in Q4 2024.
  • 2,478 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.