Pathway Financial Advisers’s Bristol-Myers Squibb BMY Stock Holding History

Pathway Financial Advisers’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 Q3	–	Sell	-9,432	Closed	-$437K	–	377
2025 Q2	$437K	Sell	9,432 -89	-0.9%	-$4.37K	0.14%	131
2025 Q1	$581K	Buy	9,521 +487	+5%	+$28.4K	0.2%	115
2024 Q4	$511K	Sell	9,034 -422,078	-98%	-$23.6M	0.17%	124
2024 Q3	$8.33K	Buy	431,112 +429,992	+38,392%	+$20.2M	﹤0.01%	306
2024 Q2	$46.5K	Buy	1,120 +16	+1%	+$716	0.02%	233
2024 Q1	$59.9K	Sell	1,104 -27,204	-96%	-$1.39M	0.02%	216
2023 Q4	$1.45M	Sell	28,308 -3,332	-11%	-$175K	0.55%	64
2023 Q3	$1.84M	Buy	+31,640	New	+$1.94M	0.76%	44
2023 Q1	$2.2M	Buy	31,686 +2	+0%	+$141	0.88%	36
2022 Q4	$2.28M	Buy	+31,684	New	+$2.39M	0.92%	33

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pathway Financial Advisers's BMY Position: Q3 2025 in Review

Pathway Financial Advisers sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 9,432 shares — an estimated $437K sold.

Pathway Financial Advisers first reported a position in BMY in Q4 2022 and held it in 10 quarters. The position peaked at $2.28M in Q4 2022. 2,267 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

Pathway Financial Advisers reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
Pathway Financial Advisers sold 9,432 Bristol-Myers Squibb shares in Q3 2025, an estimated $437K.
Pathway Financial Advisers first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 10 quarters.
Pathway Financial Advisers's Bristol-Myers Squibb position peaked at $2.28M in Q4 2022.
2,267 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Pathway Financial Advisers's 13F filing for Q3 2025, filed 13 Nov 2025.