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Oak Harvest Investment Services’s Bristol-Myers Squibb BMY Stock Holding History

Oak Harvest Investment Services’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
-168,043
Closed -$7.78M – 168
2025
Q2 		$7.78M Buy
168,043
+8,692
+5% +$427K 0.97% 34
2025
Q1 		$9.72M Buy
159,351
+53,754
+51% +$3.13M 1.36% 23
2024
Q4 		$5.97M Buy
105,597
+818
+0.8% +$45.7K 0.83% 46
2024
Q3 		$5.42M Buy
+104,779
New +$4.92M 0.78% 49
2023
Q3 		– Sell
-3,674
Closed -$235K – 108
2023
Q2 		$235K Sell
3,674
-222
-6% -$14.9K 0.05% 103
2023
Q1 		$270K Sell
3,896
-656
-14% -$46.3K 0.06% 96
2022
Q4 		$328K Sell
4,552
-149
-3% -$11.2K 0.09% 79
2022
Q3 		$334K Sell
4,701
-53
-1% -$3.85K 0.09% 76
2022
Q2 		$366K Buy
4,754
+113
+2% +$8.61K 0.1% 70
2022
Q1 		$339K Sell
4,641
-920
-17% -$61.8K 0.08% 71
2021
Q4 		$347K Buy
5,561
+171
+3% +$10K 0.09% 71
2021
Q3 		$319K Sell
5,390
-626
-10% -$41.2K 0.09% 70
2021
Q2 		$402K Sell
6,016
-38,461
-86% -$2.51M 0.13% 65
2021
Q1 		$2.81M Buy
44,477
+5,627
+14% +$350K 1.07% 40
2020
Q4 		$2.41M Buy
+38,850
New +$2.39M 1.03% 41

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oak Harvest Investment Services's BMY Position: Q3 2025 in Review

Oak Harvest Investment Services sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 168,043 shares — an estimated $7.78M sold.

Oak Harvest Investment Services first reported a position in BMY in Q4 2020 and held it in 15 quarters. The position peaked at $9.72M in Q1 2025. 2,268 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

  • Oak Harvest Investment Services reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
  • Oak Harvest Investment Services sold 168,043 Bristol-Myers Squibb shares in Q3 2025, an estimated $7.78M.
  • Oak Harvest Investment Services first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 15 quarters.
  • Oak Harvest Investment Services's Bristol-Myers Squibb position peaked at $9.72M in Q1 2025.
  • 2,268 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Oak Harvest Investment Services's 13F filing for Q3 2025, filed 17 Oct 2025.