MinichMacGregor Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

MinichMacGregor Wealth Management’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	-3,964	Closed	-$242K	–	126
2025 Q1	$242K	Buy	+3,964	New	+$231K	0.05%	114
2023 Q1	–	Sell	-1,074	Closed	-$77.3K	–	159
2022 Q4	$77.3K	Buy	+1,074	New	+$81K	0.03%	141
2020 Q2	–	Sell	-5,908	Closed	-$351K	–	65
2020 Q1	$351K	Buy	+5,908	New	+$361K	0.31%	63
2018 Q4	–	Sell	-961	Closed	-$59K	–	145
2018 Q3	$59K	Buy	961 +82	+9%	+$4.87K	0.04%	112
2018 Q2	$48K	Sell	879 -242	-22%	-$13.1K	0.03%	117
2018 Q1	$70K	Sell	1,121 -846	-43%	-$54.4K	0.05%	91
2017 Q4	$120K	Hold	1,967	–	–	0.09%	60
2017 Q3	$125K	Buy	1,967 +92	+5%	+$5.37K	0.1%	53
2017 Q2	$104K	Hold	1,875	–	–	0.09%	62
2017 Q1	$101K	Sell	1,875 -562	-23%	-$30.8K	0.09%	64
2016 Q4	$142K	Buy	2,437 +57	+2%	+$3.12K	0.13%	46
2016 Q3	$128K	Buy	2,380 +358	+18%	+$23K	0.12%	51
2016 Q2	$148K	Sell	2,022 -404	-17%	-$28.5K	0.14%	47
2016 Q1	$154K	Sell	2,426 -47	-2%	-$2.96K	0.15%	46
2015 Q4	$159K	Buy	+2,473	New	+$163K	0.15%	40

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

MinichMacGregor Wealth Management's BMY Position: Q2 2025 in Review

MinichMacGregor Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 3,964 shares — an estimated $242K sold.

MinichMacGregor Wealth Management first reported a position in BMY in Q4 2015 and held it in 15 quarters. The position peaked at $351K in Q1 2020. 2,297 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

MinichMacGregor Wealth Management reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
MinichMacGregor Wealth Management sold 3,964 Bristol-Myers Squibb shares in Q2 2025, an estimated $242K.
MinichMacGregor Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2015 and held it in 15 quarters.
MinichMacGregor Wealth Management's Bristol-Myers Squibb position peaked at $351K in Q1 2020.
2,297 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.