North Capital’s Bristol-Myers Squibb BMY Stock Holding History

North Capital’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 Q4	–	Sell	-988	Closed	-$44.6K	–	159
2025 Q3	$44.6K	Buy	988 +1	+0.1%	+$47	0.03%	234
2025 Q2	$45.7K	Sell	987 -114	-10%	-$5.6K	0.04%	219
2025 Q1	$67.2K	Buy	+1,101	New	+$64.2K	0.06%	178

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

North Capital's BMY Position: Q4 2025 in Review

North Capital sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 988 shares — an estimated $44.6K sold.

North Capital first reported a position in BMY in Q1 2025 and held it in 3 quarters. The position peaked at $67.2K in Q1 2025. 2,454 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

North Capital reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
North Capital sold 988 Bristol-Myers Squibb shares in Q4 2025, an estimated $44.6K.
North Capital first reported a position in Bristol-Myers Squibb in Q1 2025 and held it in 3 quarters.
North Capital's Bristol-Myers Squibb position peaked at $67.2K in Q1 2025.
2,454 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.