Parkside Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Parkside 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 Q2	–	Sell	-3,968	Closed	-$242K	–	90
2025 Q1	$242K	Hold	3,968	–	–	0.06%	75
2024 Q4	$224K	Sell	3,968 -1,818	-31%	-$102K	0.05%	76
2024 Q3	$299K	Buy	5,786 +371	+7%	+$17.4K	0.07%	71
2024 Q2	$225K	Hold	5,415	–	–	0.06%	75
2024 Q1	$294K	Sell	5,415 -1,040	-16%	-$53K	0.08%	72
2023 Q4	$331K	Hold	6,455	–	–	0.09%	63
2023 Q3	$375K	Sell	6,455 -250	-4%	-$15.3K	0.12%	56
2023 Q2	$429K	Hold	6,705	–	–	0.13%	45
2023 Q1	$465K	Hold	6,705	–	–	0.15%	42
2022 Q4	$482K	Buy	6,705 +3,545	+112%	+$267K	0.17%	45
2022 Q3	$225K	Buy	3,160 +233	+8%	+$16.9K	0.09%	56
2022 Q2	$227K	Sell	2,927 -134	-4%	-$10.2K	0.08%	59
2022 Q1	$225K	Buy	+3,061	New	+$206K	0.07%	66
2021 Q3	–	Sell	-3,061	Closed	-$205K	–	71
2021 Q2	$205K	Buy	+3,061	New	+$200K	0.07%	70
2016 Q3	–	Sell	-3,064	Closed	-$225K	–	29
2016 Q2	$225K	Buy	+3,064	New	+$217K	0.16%	27
2015 Q3	–	Sell	-3,064	Closed	-$204K	–	31
2015 Q2	$204K	Buy	+3,064	New	+$202K	0.14%	31

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Parkside Advisors's BMY Position: Q2 2025 in Review

Parkside Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 3,968 shares — an estimated $242K sold.

Parkside Advisors first reported a position in BMY in Q2 2015 and held it in 16 quarters. The position peaked at $482K in Q4 2022. 2,297 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Parkside Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Parkside Advisors sold 3,968 Bristol-Myers Squibb shares in Q2 2025, an estimated $242K.
Parkside Advisors first reported a position in Bristol-Myers Squibb in Q2 2015 and held it in 16 quarters.
Parkside Advisors's Bristol-Myers Squibb position peaked at $482K in Q4 2022.
2,297 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.