Pacific Capital Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Pacific Capital Wealth 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	-666	Closed	-$37.7K	–	119
2024 Q4	$37.7K	Sell	666 -45	-6%	-$2.51K	0.01%	170
2024 Q3	$36.8K	Buy	711 +36	+5%	+$1.69K	0.01%	185
2024 Q2	$28K	Sell	675 -11	-2%	-$492	0.01%	200
2024 Q1	$37.2K	Buy	686 +20	+3%	+$1.02K	0.01%	154
2023 Q4	$34.2K	Buy	+666	New	+$35K	0.01%	160

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Pacific Capital Wealth Advisors's BMY Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q1 2025, closing a stake of 666 shares — an estimated $37.7K sold.

Pacific Capital Wealth Advisors first reported a position in BMY in Q4 2023 and held it in 5 quarters. The position peaked at $37.7K in Q4 2024. 2,486 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 666 Bristol-Myers Squibb shares in Q1 2025, an estimated $37.7K.
Pacific Capital Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2023 and held it in 5 quarters.
Pacific Capital Wealth Advisors's Bristol-Myers Squibb position peaked at $37.7K in Q4 2024.
2,486 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.