Menard Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Menard Financial Group’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	-64	Closed	-$3.62K	–	123
2024 Q4	$3.62K	Buy	+64	New	+$3.58K	﹤0.01%	262
2023 Q4	–	Sell	-5,707	Closed	-$331K	–	71
2023 Q3	$331K	Buy	5,707 +2,458	+76%	+$151K	0.48%	49
2023 Q2	$208K	Buy	+3,249	New	+$218K	0.43%	66
2023 Q1	–	Sell	-3,906	Closed	-$281K	–	65
2022 Q4	$281K	Buy	+3,906	New	+$295K	0.67%	43

Other funds holding BMY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Menard Financial Group's BMY Position: Q1 2025 in Review

Menard Financial Group sold out of Bristol-Myers Squibb (BMY) in Q1 2025, closing a stake of 64 shares — an estimated $3.62K sold.

Menard Financial Group first reported a position in BMY in Q4 2022 and held it in 4 quarters. The position peaked at $331K in Q3 2023. 2,477 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

Menard Financial Group reported no remaining Bristol-Myers Squibb position as of Q1 2025 after selling out during the quarter.
Menard Financial Group sold 64 Bristol-Myers Squibb shares in Q1 2025, an estimated $3.62K.
Menard Financial Group first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 4 quarters.
Menard Financial Group's Bristol-Myers Squibb position peaked at $331K in Q3 2023.
2,477 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.