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

PBMares 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	–	Sell	-4,008	Closed	-$244K	–	190
2025 Q1	$244K	Buy	+4,008	New	+$234K	0.05%	168
2024 Q1	–	Sell	-4,141	Closed	-$212K	–	179
2023 Q4	$212K	Buy	4,141 +242	+6%	+$12.7K	0.06%	165
2023 Q3	$226K	Hold	3,899	–	–	0.08%	150
2023 Q2	$249K	Hold	3,899	–	–	0.09%	147
2023 Q1	$270K	Buy	+3,899	New	+$275K	0.1%	135
2022 Q4	–	Sell	-2,836	Closed	-$202K	–	166
2022 Q3	$202K	Hold	2,836	–	–	0.09%	150
2022 Q2	$218K	Sell	2,836 -54	-2%	-$4.11K	0.09%	142
2022 Q1	$211K	Buy	+2,890	New	+$194K	0.13%	143
2021 Q3	–	Sell	-3,046	Closed	-$204K	–	148
2021 Q2	$204K	Buy	+3,046	New	+$199K	0.11%	144

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

PBMares Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 4,008 shares — an estimated $244K sold.

PBMares Wealth Management first reported a position in BMY in Q2 2021 and held it in 9 quarters. The position peaked at $270K in Q1 2023. 2,292 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

PBMares Wealth Management reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
PBMares Wealth Management sold 4,008 Bristol-Myers Squibb shares in Q2 2025, an estimated $244K.
PBMares Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2021 and held it in 9 quarters.
PBMares Wealth Management's Bristol-Myers Squibb position peaked at $270K in Q1 2023.
2,292 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on PBMares Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.