MA Private Wealth’s Bristol-Myers Squibb BMY Stock Holding History

MA Private Wealth’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	-3,296	Closed	-$201K	–	82
2025 Q1	$201K	Buy	+3,296	New	+$192K	0.04%	75
2023 Q1	–	Sell	-3,674	Closed	-$264K	–	67
2022 Q4	$264K	Buy	3,674 +8	+0.2%	+$603	0.06%	72
2022 Q3	$268K	Buy	3,666 +8	+0.2%	+$580	0.07%	62
2022 Q2	$273K	Sell	3,658 -286	-7%	-$21.8K	0.07%	61
2022 Q1	$288K	Buy	3,944 +24	+0.6%	+$1.61K	0.05%	72
2021 Q4	$244K	Buy	3,920 +115	+3%	+$6.75K	0.04%	86
2021 Q3	$225K	Buy	3,805 +20	+0.5%	+$1.32K	0.04%	84
2021 Q2	$253K	Sell	3,785 -9	-0.2%	-$587	0.05%	79
2021 Q1	$240K	Buy	+3,794	New	+$236K	0.05%	83
2020 Q4	–	Sell	-3,950	Closed	-$238K	–	69
2020 Q3	$238K	Buy	3,950 +21	+0.5%	+$1.26K	0.06%	77
2020 Q2	$231K	Buy	3,929 +19	+0.5%	+$1.14K	0.06%	77
2020 Q1	$218K	Buy	3,910 +24	+0.6%	+$1.47K	0.06%	78
2019 Q4	$249K	Buy	+3,886	New	+$223K	0.08%	65

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

MA Private Wealth's BMY Position: Q2 2025 in Review

MA Private Wealth sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 3,296 shares — an estimated $201K sold.

MA Private Wealth first reported a position in BMY in Q4 2019 and held it in 13 quarters. The position peaked at $288K in Q1 2022. 2,292 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

MA Private Wealth reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
MA Private Wealth sold 3,296 Bristol-Myers Squibb shares in Q2 2025, an estimated $201K.
MA Private Wealth first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 13 quarters.
MA Private Wealth's Bristol-Myers Squibb position peaked at $288K in Q1 2022.
2,292 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on MA Private Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.