Lodestar Private Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Lodestar Private Asset 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 Q2	–	Sell	-5,093	Closed	-$311K	–	223
2025 Q1	$311K	Buy	5,093 +545	+12%	+$31.8K	0.04%	174
2024 Q4	$257K	Buy	+4,548	New	+$254K	0.03%	192
2024 Q2	–	Sell	-4,654	Closed	-$252K	–	209
2024 Q1	$252K	Buy	4,654 +404	+10%	+$20.6K	0.04%	188
2023 Q4	$218K	Sell	4,250 -330	-7%	-$17.3K	0.03%	194
2023 Q3	$266K	Sell	4,580 -205	-4%	-$12.6K	0.05%	167
2023 Q2	$306K	Sell	4,785 -147	-3%	-$9.86K	0.05%	160
2023 Q1	$342K	Buy	4,932 +5	+0.1%	+$353	0.06%	148
2022 Q4	$354K	Buy	+4,927	New	+$372K	0.07%	142

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

Lodestar Private Asset Management's BMY Position: Q2 2025 in Review

Lodestar Private Asset Management sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 5,093 shares — an estimated $311K sold.

Lodestar Private Asset Management first reported a position in BMY in Q4 2022 and held it in 8 quarters. The position peaked at $354K in Q4 2022. 2,293 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Lodestar Private Asset Management reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Lodestar Private Asset Management sold 5,093 Bristol-Myers Squibb shares in Q2 2025, an estimated $311K.
Lodestar Private Asset Management first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 8 quarters.
Lodestar Private Asset Management's Bristol-Myers Squibb position peaked at $354K in Q4 2022.
2,293 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Lodestar Private Asset Management's 13F filing for Q2 2025, filed 25 Jul 2025.