Lion Street Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Lion Street 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	$823K	Buy	14,091 +1,722	+14%	+$80.4K	0.28%	71
2025 Q2	$573K	Sell	12,369 -117	-0.9%	-$5.74K	0.17%	128
2025 Q1	$762K	Sell	12,486 -149	-1%	-$8.69K	0.24%	90
2024 Q4	$715K	Buy	12,635 +727	+6%	+$40.6K	0.23%	95
2024 Q3	$616K	Sell	11,908 -355	-3%	-$16.7K	0.21%	105
2024 Q2	$509K	Buy	12,263 +1,135	+10%	+$50.8K	0.19%	113
2024 Q1	$571K	Hold	11,128	–	–	0.23%	97
2023 Q4	$571K	Sell	11,128 -678	-6%	-$35.6K	0.23%	96
2023 Q3	$685K	Sell	11,806 -3,536	-23%	-$217K	0.22%	91
2023 Q2	$896K	Buy	15,342 +3,232	+27%	+$217K	0.3%	65
2023 Q1	$839K	Sell	12,110 -575	-5%	-$40.6K	0.26%	71
2022 Q4	$741K	Buy	12,685 +1,828	+17%	+$138K	0.39%	40
2022 Q3	$769K	Sell	10,857 -1,828	-14%	-$133K	0.38%	34
2022 Q2	$741K	Buy	12,685 +1,355	+12%	+$103K	0.39%	40
2022 Q1	$821K	Sell	11,330 -1,527	-12%	-$103K	0.42%	32
2021 Q4	$799K	Buy	12,857 +272	+2%	+$16K	0.39%	38
2021 Q3	$742K	Buy	+12,585	New	+$829K	0.4%	37
2020 Q2	–	Sell	-200	Closed	-$11K	–	76
2020 Q1	$11K	Buy	+200	New	+$12.2K	0.06%	147

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lion Street Advisors's BMY Position: Q3 2025 in Review

Lion Street Advisors increased its Bristol-Myers Squibb (BMY) stake by 14% in Q3 2025, buying an estimated $80.4K and bringing the position to 14,091 shares worth $823K. The position accounts for 0.28% of the portfolio, ranked #71.

Lion Street Advisors first reported a position in BMY in Q1 2020 and has held it in 18 quarters since. The position peaked at $896K in Q2 2023. 2,267 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

Lion Street Advisors held 14,091 shares of Bristol-Myers Squibb worth $823K as of Q3 2025.
Lion Street Advisors bought 1,722 Bristol-Myers Squibb shares in Q3 2025, an estimated $80.4K.
Bristol-Myers Squibb made up 0.28% of Lion Street Advisors's portfolio in Q3 2025, its #71 holding.
Lion Street Advisors first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 18 quarters since.
Lion Street Advisors's Bristol-Myers Squibb position peaked at $896K in Q2 2023.
2,267 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.