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Parkworth Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Parkworth Wealth 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
Q2 		$694 Sell
15
-9
-38% -$442 ﹤0.01% 529
2025
Q1 		$1.46K Buy
24
+4
+20% +$233 ﹤0.01% 207
2024
Q4 		$1.13K Buy
+20
New +$1.12K ﹤0.01% 262

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Parkworth Wealth Management's BMY Position: Q2 2025 in Review

Parkworth Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 38% in Q2 2025, selling an estimated $442 and leaving 15 shares worth $694. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Parkworth Wealth Management first reported a position in BMY in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.46K in Q1 2025. 2,292 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

  • Parkworth Wealth Management held 15 shares of Bristol-Myers Squibb worth $694 as of Q2 2025.
  • Parkworth Wealth Management sold 9 Bristol-Myers Squibb shares in Q2 2025, an estimated $442.
  • Bristol-Myers Squibb made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #529 holding.
  • Parkworth Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Bristol-Myers Squibb position peaked at $1.46K in Q1 2025.
  • 2,292 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.