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McClarren Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

McClarren Financial 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
Q1 		– Sell
-1,674
Closed -$94K – 283
2024
Q4 		$94K Buy
+1,674
New +$93.5K 0.26% 57
2024
Q3 		– Sell
-83
Closed -$69K – 245
2024
Q2 		$69K Sell
83
-1,582
-95% -$70.8K 0.05% 126
2024
Q1 		$91K Sell
1,665
-214
-11% -$10.9K 0.07% 108
2023
Q4 		$96K Buy
1,879
+1,582
+533% +$83K 0.07% 114
2023
Q3 		$17K Buy
297
+3
+1% +$184 0.01% 228
2023
Q2 		$18K Sell
294
-302
-51% -$20.3K 0.01% 225
2023
Q1 		$40K Buy
596
+4
+0.7% +$282 0.04% 159
2022
Q4 		$42K Buy
592
+4
+0.7% +$302 0.04% 160
2022
Q3 		$41K Buy
+588
New +$42.7K 0.04% 149
2022
Q2 		– Sell
-283
Closed -$20K – 55
2022
Q1 		$20K Buy
283
+1
+0.4% +$67 0.01% 176
2021
Q4 		$18K Buy
282
+3
+1% +$176 0.01% 196
2021
Q3 		$16K Sell
279
-194
-41% -$12.8K 0.01% 179
2021
Q2 		$31K Buy
473
+241
+104% +$15.7K 0.03% 149
2021
Q1 		$15K Buy
232
+1
+0.4% +$62 0.01% 172
2020
Q4 		$14K Buy
+231
New +$14.2K 0.01% 153

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

McClarren Financial Advisors's BMY Position: Q1 2025 in Review

McClarren Financial Advisors sold out of Bristol-Myers Squibb (BMY) in Q1 2025, closing a stake of 1,674 shares — an estimated $94K sold.

McClarren Financial Advisors first reported a position in BMY in Q4 2020 and held it in 15 quarters. The position peaked at $96K in Q4 2023. 2,486 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

  • McClarren Financial Advisors reported no remaining Bristol-Myers Squibb position as of Q1 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 1,674 Bristol-Myers Squibb shares in Q1 2025, an estimated $94K.
  • McClarren Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 15 quarters.
  • McClarren Financial Advisors's Bristol-Myers Squibb position peaked at $96K in Q4 2023.
  • 2,486 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.