Moser Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Moser Wealth 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	-135	Closed	-$7.64K	–	164
2024 Q4	$7.64K	Hold	135	–	–	﹤0.01%	123
2024 Q3	$6.99K	Hold	135	–	–	﹤0.01%	126
2024 Q2	$5.61K	Hold	135	–	–	﹤0.01%	132
2024 Q1	$7.32K	Buy	+135	New	+$6.88K	﹤0.01%	126
2021 Q2	–	Sell	-200	Closed	-$13K	–	140
2021 Q1	$13K	Hold	200	–	–	0.01%	101
2020 Q4	$12K	Hold	200	–	–	0.01%	104
2020 Q3	$12K	Hold	200	–	–	0.01%	103
2020 Q2	$12K	Hold	200	–	–	0.01%	99
2020 Q1	$11K	Hold	200	–	–	0.01%	104
2019 Q4	$13K	Buy	+200	New	+$11.5K	0.01%	120

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

Moser Wealth Advisors's BMY Position: Q1 2025 in Review

Moser Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q1 2025, closing a stake of 135 shares — an estimated $7.64K sold.

Moser Wealth Advisors first reported a position in BMY in Q4 2019 and held it in 10 quarters. The position peaked at $13K in Q1 2021. 2,477 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

Moser Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q1 2025 after selling out during the quarter.
Moser Wealth Advisors sold 135 Bristol-Myers Squibb shares in Q1 2025, an estimated $7.64K.
Moser Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 10 quarters.
Moser Wealth Advisors's Bristol-Myers Squibb position peaked at $13K in Q1 2021.
2,477 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Moser Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.