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McBroom & Associates’s Bristol-Myers Squibb BMY Stock Holding History

McBroom & Associates’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
Q3 		– Sell
-7,137
Closed -$435K – 39
2025
Q2 		$435K Hold
7,137
– – 0.25% 34
2025
Q1 		$435K Buy
+7,137
New +$416K 0.25% 34

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McBroom & Associates's BMY Position: Q3 2025 in Review

McBroom & Associates sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 7,137 shares — an estimated $435K sold.

McBroom & Associates first reported a position in BMY in Q1 2025 and held it in 2 quarters. The position peaked at $435K in Q2 2025. 2,268 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

  • McBroom & Associates reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
  • McBroom & Associates sold 7,137 Bristol-Myers Squibb shares in Q3 2025, an estimated $435K.
  • McBroom & Associates first reported a position in Bristol-Myers Squibb in Q1 2025 and held it in 2 quarters.
  • McBroom & Associates's Bristol-Myers Squibb position peaked at $435K in Q2 2025.
  • 2,268 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on McBroom & Associates's 13F filing for Q3 2025, filed 29 Oct 2025.