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Longbow Finance’s Bristol-Myers Squibb BMY Stock Holding History

Longbow Finance’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 		– Sell
-54,908
Closed -$3.11M – 85
2024
Q4 		$3.11M Buy
54,908
+2,600
+5% +$145K 0.34% 66
2024
Q3 		$2.71M Buy
52,308
+22,062
+73% +$1.03M 0.29% 71
2024
Q2 		$1.26M Sell
30,246
-1,659
-5% -$74.2K 0.13% 79
2024
Q1 		$1.73M Buy
+31,905
New +$1.63M 0.18% 77
2023
Q1 		– Sell
-202,821
Closed -$14.6M – 64
2022
Q4 		$14.6M Buy
+202,821
New +$15.3M 1.97% 18

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Longbow Finance's BMY Position: Q1 2025 in Review

Longbow Finance sold out of Bristol-Myers Squibb (BMY) in Q1 2025, closing a stake of 54,908 shares — an estimated $3.11M sold.

Longbow Finance first reported a position in BMY in Q4 2022 and held it in 5 quarters. The position peaked at $14.6M in Q4 2022. 2,485 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

  • Longbow Finance reported no remaining Bristol-Myers Squibb position as of Q1 2025 after selling out during the quarter.
  • Longbow Finance sold 54,908 Bristol-Myers Squibb shares in Q1 2025, an estimated $3.11M.
  • Longbow Finance first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 5 quarters.
  • Longbow Finance's Bristol-Myers Squibb position peaked at $14.6M in Q4 2022.
  • 2,485 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Longbow Finance's 13F filing for Q1 2025, filed 7 May 2025.