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Lokken Investment Group’s Bristol-Myers Squibb BMY Stock Holding History

Lokken Investment Group’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 		$222K Buy
4,926
+16
+0.3% +$747 0.08% 140
2025
Q2 		$227K Sell
4,910
-22
-0.4% -$1.08K 0.09% 122
2025
Q1 		$301K Sell
4,932
-243
-5% -$14.2K 0.13% 100
2024
Q4 		$293K Buy
5,175
+66
+1% +$3.69K 0.13% 103
2024
Q3 		$264K Sell
5,109
-69
-1% -$3.24K 0.11% 121
2024
Q2 		$215K Buy
5,178
+134
+3% +$6K 0.1% 136
2024
Q1 		$274K Buy
5,044
+30
+0.6% +$1.53K 0.14% 111
2023
Q4 		$257K Buy
5,014
+4
+0.1% +$210 0.15% 108
2023
Q3 		$291K Buy
5,010
+45
+0.9% +$2.76K 0.19% 100
2023
Q2 		$318K Buy
4,965
+398
+9% +$26.7K 0.21% 101
2023
Q1 		$317K Buy
4,567
+1,117
+32% +$78.8K 0.24% 94
2022
Q4 		$248K Buy
3,450
+17
+0.5% +$1.28K 0.2% 100
2022
Q3 		$244K Buy
3,433
+17
+0.5% +$1.23K 0.21% 98
2022
Q2 		$263K Buy
3,416
+16
+0.5% +$1.22K 0.21% 99
2022
Q1 		$256K Sell
3,400
-61
-2% -$4.1K 0.2% 104
2021
Q4 		$216K Buy
+3,461
New +$203K 0.15% 124

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 $3.37T AUM 44.26% 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

Lokken Investment Group's BMY Position: Q3 2025 in Review

Lokken Investment Group increased its Bristol-Myers Squibb (BMY) stake by 0.33% in Q3 2025, buying an estimated $747 and bringing the position to 4,926 shares worth $222K. The position accounts for 0.08% of the portfolio, ranked #140.

Lokken Investment Group first reported a position in BMY in Q4 2021 and has held it in 16 quarters since. The position peaked at $318K in Q2 2023. 2,274 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

  • Lokken Investment Group held 4,926 shares of Bristol-Myers Squibb worth $222K as of Q3 2025.
  • Lokken Investment Group bought 16 Bristol-Myers Squibb shares in Q3 2025, an estimated $747.
  • Bristol-Myers Squibb made up 0.08% of Lokken Investment Group's portfolio in Q3 2025, its #140 holding.
  • Lokken Investment Group first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 16 quarters since.
  • Lokken Investment Group's Bristol-Myers Squibb position peaked at $318K in Q2 2023.
  • 2,274 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.