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Petros Family Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Petros Family Wealth’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
-8,028
Closed -$362K – 146
2025
Q3 		$362K Sell
8,028
-786
-9% -$36.7K 0.3% 90
2025
Q2 		$408K Sell
8,814
-819
-9% -$40.2K 0.37% 74
2025
Q1 		$588K Buy
9,633
+78
+0.8% +$4.55K 0.65% 47
2024
Q4 		$540K Buy
+9,555
New +$534K 0.58% 49

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Petros Family Wealth's BMY Position: Q4 2025 in Review

Petros Family Wealth sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 8,028 shares — an estimated $362K sold.

Petros Family Wealth first reported a position in BMY in Q4 2024 and held it in 4 quarters. The position peaked at $588K in Q1 2025. 2,448 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

  • Petros Family Wealth reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
  • Petros Family Wealth sold 8,028 Bristol-Myers Squibb shares in Q4 2025, an estimated $362K.
  • Petros Family Wealth first reported a position in Bristol-Myers Squibb in Q4 2024 and held it in 4 quarters.
  • Petros Family Wealth's Bristol-Myers Squibb position peaked at $588K in Q1 2025.
  • 2,448 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Petros Family Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.