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Marcum Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Marcum 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
Q1 		$1.18M Buy
19,296
+193
+1% +$11.3K 0.1% 98
2024
Q4 		$1.08M Buy
19,103
+1,964
+11% +$110K 0.09% 104
2024
Q3 		$887K Buy
17,139
+1,305
+8% +$61.2K 0.08% 124
2024
Q2 		$658K Buy
15,834
+2,466
+18% +$110K 0.07% 150
2024
Q1 		$725K Buy
13,368
+5,090
+61% +$259K 0.07% 139
2023
Q4 		$425K Sell
8,278
-3,473
-30% -$182K 0.05% 203
2023
Q3 		$682K Sell
11,751
-483
-4% -$29.6K 0.08% 127
2023
Q2 		$782K Buy
12,234
+1,583
+15% +$106K 0.09% 116
2023
Q1 		$738K Buy
10,651
+5
+0% +$353 0.09% 129
2022
Q4 		$766K Sell
10,646
-424
-4% -$32K 0.1% 120
2022
Q3 		$787K Sell
11,070
-667
-6% -$48.4K 0.12% 103
2022
Q2 		$904K Sell
11,737
-464
-4% -$35.3K 0.14% 98
2022
Q1 		$891K Buy
12,201
+2,902
+31% +$195K 0.12% 108
2021
Q4 		$580K Buy
9,299
+204
+2% +$12K 0.08% 157
2021
Q3 		$538K Buy
9,095
+2,116
+30% +$139K 0.08% 144
2021
Q2 		$466K Sell
6,979
-719
-9% -$46.9K 0.08% 158
2021
Q1 		$486K Buy
+7,698
New +$479K 0.08% 150

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marcum Wealth's BMY Position: Q1 2025 in Review

Marcum Wealth increased its Bristol-Myers Squibb (BMY) stake by 1% in Q1 2025, buying an estimated $11.3K and bringing the position to 19,296 shares worth $1.18M. The position accounts for 0.1% of the portfolio, ranked #98.

Marcum Wealth first reported a position in BMY in Q1 2021 and has held it in 17 quarters since. 2,478 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

  • Marcum Wealth held 19,296 shares of Bristol-Myers Squibb worth $1.18M as of Q1 2025.
  • Marcum Wealth bought 193 Bristol-Myers Squibb shares in Q1 2025, an estimated $11.3K.
  • Bristol-Myers Squibb made up 0.1% of Marcum Wealth's portfolio in Q1 2025, its #98 holding.
  • Marcum Wealth first reported a position in Bristol-Myers Squibb in Q1 2021 and has held it in 17 quarters since.
  • 2,478 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.