Northwest Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Northwest Capital 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	-400	Closed	-$24.4K	–	367
2025 Q1	$24.4K	Hold	400	–	–	0.01%	236
2024 Q4	$22.6K	Hold	400	–	–	0.01%	236
2024 Q3	$20.7K	Hold	400	–	–	0.01%	255
2024 Q2	$16.6K	Hold	400	–	–	0.01%	265
2024 Q1	$21.7K	Hold	400	–	–	0.01%	302
2023 Q4	$20.5K	Hold	400	–	–	0.01%	301
2023 Q3	$23.2K	Hold	400	–	–	0.01%	272
2023 Q2	$25.6K	Buy	+400	New	+$26.8K	0.01%	266

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

Northwest Capital Management's BMY Position: Q2 2025 in Review

Northwest Capital Management sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 400 shares — an estimated $24.4K sold.

Northwest Capital Management first reported a position in BMY in Q2 2023 and held it in 8 quarters. The position peaked at $25.6K in Q2 2023. 2,297 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Northwest Capital Management reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Northwest Capital Management sold 400 Bristol-Myers Squibb shares in Q2 2025, an estimated $24.4K.
Northwest Capital Management first reported a position in Bristol-Myers Squibb in Q2 2023 and held it in 8 quarters.
Northwest Capital Management's Bristol-Myers Squibb position peaked at $25.6K in Q2 2023.
2,297 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Northwest Capital Management's 13F filing for Q2 2025, filed 25 Jul 2025.