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

New Wave 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 Q3	–	Sell	-7,841	Closed	-$363K	–	179
2025 Q2	$363K	Buy	7,841 +16	+0.2%	+$785	0.15%	86
2025 Q1	$477K	Buy	7,825 +7,723	+7,572%	+$450K	0.21%	68
2024 Q4	$5.77K	Buy	+102	New	+$5.7K	﹤0.01%	419

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New Wave Wealth Advisors's BMY Position: Q3 2025 in Review

New Wave Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 7,841 shares — an estimated $363K sold.

New Wave Wealth Advisors first reported a position in BMY in Q4 2024 and held it in 3 quarters. The position peaked at $477K in Q1 2025. 2,267 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

New Wave Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 7,841 Bristol-Myers Squibb shares in Q3 2025, an estimated $363K.
New Wave Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2024 and held it in 3 quarters.
New Wave Wealth Advisors's Bristol-Myers Squibb position peaked at $477K in Q1 2025.
2,267 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on New Wave Wealth Advisors's 13F filing for Q3 2025, filed 17 Oct 2025.