Northern Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Northern Financial 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	-8,394	Closed	-$475K	–	106
2024 Q4	$475K	Buy	+8,394	New	+$469K	0.38%	72
2023 Q4	–	Sell	-10,855	Closed	-$630K	–	115
2023 Q3	$630K	Buy	10,855 +458	+4%	+$28.1K	0.58%	55
2023 Q2	$665K	Sell	10,397 -3,021	-23%	-$203K	0.59%	52
2023 Q1	$930K	Buy	+13,418	New	+$946K	0.88%	36

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

Northern Financial Advisors's BMY Position: Q1 2025 in Review

Northern Financial Advisors sold out of Bristol-Myers Squibb (BMY) in Q1 2025, closing a stake of 8,394 shares — an estimated $475K sold.

Northern Financial Advisors first reported a position in BMY in Q1 2023 and held it in 4 quarters. The position peaked at $930K in Q1 2023. 2,477 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

Northern Financial Advisors reported no remaining Bristol-Myers Squibb position as of Q1 2025 after selling out during the quarter.
Northern Financial Advisors sold 8,394 Bristol-Myers Squibb shares in Q1 2025, an estimated $475K.
Northern Financial Advisors first reported a position in Bristol-Myers Squibb in Q1 2023 and held it in 4 quarters.
Northern Financial Advisors's Bristol-Myers Squibb position peaked at $930K in Q1 2023.
2,477 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Northern Financial Advisors's 13F filing for Q1 2025, filed 6 May 2025.