Marshall & Sterling Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Marshall & Sterling Wealth Advisors’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 Q4	–	Sell	-165	Closed	-$7.44K	–	375
2025 Q3	$7.44K	Hold	165	–	–	﹤0.01%	422
2025 Q2	$7.64K	Sell	165 -258	-61%	-$12.7K	0.01%	389
2025 Q1	$25.8K	Buy	423 +156	+58%	+$9.09K	0.02%	232
2024 Q4	$15.1K	Buy	+267	New	+$14.9K	0.01%	208

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's BMY Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 165 shares — an estimated $7.44K sold.

Marshall & Sterling Wealth Advisors first reported a position in BMY in Q4 2024 and held it in 4 quarters. The position peaked at $25.8K in Q1 2025. 2,454 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

Marshall & Sterling Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 165 Bristol-Myers Squibb shares in Q4 2025, an estimated $7.44K.
Marshall & Sterling Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2024 and held it in 4 quarters.
Marshall & Sterling Wealth Advisors's Bristol-Myers Squibb position peaked at $25.8K in Q1 2025.
2,454 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.