Litman Gregory Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Litman Gregory Wealth Management’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 Q4	$407K	Hold	7,540	–	–	0.03%	108
2025 Q3	$340K	Buy	+7,540	New	+$352K	0.03%	117
2023 Q2	–	Sell	-5,873	Closed	-$407K	–	85
2023 Q1	$407K	Buy	+5,873	New	+$414K	0.15%	26
2020 Q4	–	Sell	-159	Closed	-$10K	–	197
2020 Q3	$10K	Buy	+159	New	+$9.57K	﹤0.01%	146

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Litman Gregory Wealth Management's BMY Position: Q4 2025 in Review

Litman Gregory Wealth Management held its Bristol-Myers Squibb (BMY) position steady in Q4 2025 at 7,540 shares worth $407K. The position accounts for 0.03% of the portfolio, ranked #108.

Litman Gregory Wealth Management first reported a position in BMY in Q3 2020 and has held it in 4 quarters since. The position peaked at $407K in Q1 2023. 2,456 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

Litman Gregory Wealth Management held 7,540 shares of Bristol-Myers Squibb worth $407K as of Q4 2025.
Litman Gregory Wealth Management left its Bristol-Myers Squibb share count unchanged in Q4 2025.
Bristol-Myers Squibb made up 0.03% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #108 holding.
Litman Gregory Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2020 and has held it in 4 quarters since.
Litman Gregory Wealth Management's Bristol-Myers Squibb position peaked at $407K in Q1 2023.
2,456 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.