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

Optimas 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	-255,500	Closed	-$11.5M	–	18
2025 Q3	$11.5M	Buy	+255,500	New	+$11.9M	7.29%	3
2025 Q1	–	Sell	-42,400	Closed	-$2.4M	–	18
2024 Q4	$2.4M	Sell	42,400 -20,500	-33%	-$1.15M	3.23%	14
2024 Q3	$3.25M	Buy	+62,900	New	+$2.95M	3.09%	10

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Optimas Capital's BMY Position: Q4 2025 in Review

Optimas Capital sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 255,500 shares — an estimated $11.5M sold.

Optimas Capital first reported a position in BMY in Q3 2024 and held it in 3 quarters. The position peaked at $11.5M in Q3 2025. 2,447 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

Optimas Capital reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
Optimas Capital sold 255,500 Bristol-Myers Squibb shares in Q4 2025, an estimated $11.5M.
Optimas Capital first reported a position in Bristol-Myers Squibb in Q3 2024 and held it in 3 quarters.
Optimas Capital's Bristol-Myers Squibb position peaked at $11.5M in Q3 2025.
2,447 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Optimas Capital's 13F filing for Q4 2025, filed 11 Feb 2026.