Oliver Lagore Vanvalin Investment Group’s Bristol-Myers Squibb BMY Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	$6.4K	Buy	+105	New	+$5.15K	﹤0.01%	473
2024 Q4	$5.94K	Hold	105	–	–	﹤0.01%	498
2024 Q3	$5.43K	Hold	105	–	–	﹤0.01%	498
2024 Q2	$4.36K	Hold	105	–	–	﹤0.01%	521
2024 Q1	$5.69K	Sell	105 -1	-0.9%	-$51	﹤0.01%	493
2023 Q4	$5.42K	Buy	106 +1	+1%	+$52	﹤0.01%	507
2023 Q3	$6.09K	Hold	105	–	–	﹤0.01%	515
2023 Q2	$6.71K	Buy	+105	New	+$7.04K	﹤0.01%	538
2022 Q4	–	Sell	-39	Closed	-$3K	–	677
2022 Q3	$3K	Hold	39	–	–	﹤0.01%	487
2022 Q2	$3K	Buy	+39	New	+$2.97K	﹤0.01%	459

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Oliver Lagore Vanvalin Investment Group's BMY Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Bristol-Myers Squibb (BMY) in Q2 2025: 105 shares worth $6.4K. The stake represents ﹤0.01% of the portfolio and ranks #473 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in BMY as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in BMY in Q2 2022 and has held it in 10 quarters since. The position peaked at $6.71K in Q2 2023. 2,293 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 105 shares of Bristol-Myers Squibb worth $6.4K as of Q2 2025.
Bristol-Myers Squibb was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Bristol-Myers Squibb made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #473 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Bristol-Myers Squibb in Q2 2022 and has held it in 10 quarters since.
Oliver Lagore Vanvalin Investment Group's Bristol-Myers Squibb position peaked at $6.71K in Q2 2023.
2,293 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.