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Parr McKnight Wealth Management Group’s Bristol-Myers Squibb BMY Stock Holding History

Parr McKnight Wealth Management Group’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
-5,550
Closed -$250K – 225
2025
Q3 		$250K Hold
5,550
– – 0.03% 217
2025
Q2 		$257K Buy
5,550
+8
+0.1% +$393 0.04% 212
2025
Q1 		$338K Buy
5,542
+3
+0.1% +$175 0.05% 193
2024
Q4 		$313K Buy
+5,539
New +$309K 0.04% 198

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Parr McKnight Wealth Management Group's BMY Position: Q4 2025 in Review

Parr McKnight Wealth Management Group sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 5,550 shares — an estimated $250K sold.

Parr McKnight Wealth Management Group first reported a position in BMY in Q4 2024 and held it in 4 quarters. The position peaked at $338K in Q1 2025. 2,454 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

  • Parr McKnight Wealth Management Group reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
  • Parr McKnight Wealth Management Group sold 5,550 Bristol-Myers Squibb shares in Q4 2025, an estimated $250K.
  • Parr McKnight Wealth Management Group first reported a position in Bristol-Myers Squibb in Q4 2024 and held it in 4 quarters.
  • Parr McKnight Wealth Management Group's Bristol-Myers Squibb position peaked at $338K in Q1 2025.
  • 2,454 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Parr McKnight Wealth Management Group's 13F filing for Q4 2025, filed 10 Feb 2026.