PWAM
BMY icon

Papamarkou Wellner Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Papamarkou Wellner Asset 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
Q1 		– Sell
-12,940
Closed -$732K – 87
2024
Q4 		$732K Buy
+12,940
New +$723K 0.5% 48

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Papamarkou Wellner Asset Management's BMY Position: Q1 2025 in Review

Papamarkou Wellner Asset Management sold out of Bristol-Myers Squibb (BMY) in Q1 2025, closing a stake of 12,940 shares — an estimated $732K sold.

Papamarkou Wellner Asset Management first reported a position in BMY in Q4 2024 and held it in 1 quarter. The position peaked at $732K in Q4 2024. 2,478 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

  • Papamarkou Wellner Asset Management reported no remaining Bristol-Myers Squibb position as of Q1 2025 after selling out during the quarter.
  • Papamarkou Wellner Asset Management sold 12,940 Bristol-Myers Squibb shares in Q1 2025, an estimated $732K.
  • Papamarkou Wellner Asset Management first reported a position in Bristol-Myers Squibb in Q4 2024 and held it in 1 quarter.
  • Papamarkou Wellner Asset Management's Bristol-Myers Squibb position peaked at $732K in Q4 2024.
  • 2,478 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Papamarkou Wellner Asset Management's 13F filing for Q1 2025, filed 14 May 2025.