MBB Public Markets’s Bristol-Myers Squibb BMY Stock Holding History

MBB Public Markets’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	-5,295	Closed	-$323K	–	511
2025 Q1	$323K	Buy	+5,295	New	+$309K	0.04%	189
2024 Q4	–	Sell	-7,110	Closed	-$368K	–	147
2024 Q3	$368K	Sell	7,110 -182,135	-96%	-$8.54M	0.02%	129
2024 Q2	$7.86M	Buy	189,245 +127,960	+209%	+$5.73M	0.16%	120
2024 Q1	$3.32M	Sell	61,285 -44,748	-42%	-$2.28M	0.2%	61
2023 Q4	$5.44M	Buy	+106,033	New	+$5.57M	0.34%	51
2022 Q1	–	Sell	-17,676	Closed	-$1.1M	–	134
2021 Q4	$1.1M	Buy	+17,676	New	+$1.04M	0.02%	128

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

MBB Public Markets's BMY Position: Q2 2025 in Review

MBB Public Markets sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 5,295 shares — an estimated $323K sold.

MBB Public Markets first reported a position in BMY in Q4 2021 and held it in 6 quarters. The position peaked at $7.86M in Q2 2024. 2,297 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

MBB Public Markets reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
MBB Public Markets sold 5,295 Bristol-Myers Squibb shares in Q2 2025, an estimated $323K.
MBB Public Markets first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 6 quarters.
MBB Public Markets's Bristol-Myers Squibb position peaked at $7.86M in Q2 2024.
2,297 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on MBB Public Markets's 13F filing for Q2 2025, filed 14 Aug 2025.