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

PFG Private 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	-100	Closed	-$6.1K	–	79
2025 Q1	$6.1K	Hold	100	–	–	﹤0.01%	169
2024 Q4	$5.66K	Hold	100	–	–	﹤0.01%	148
2024 Q3	$5.17K	Hold	100	–	–	﹤0.01%	161
2024 Q2	$4.15K	Hold	100	–	–	﹤0.01%	164
2024 Q1	$5.42K	Hold	100	–	–	﹤0.01%	150
2023 Q4	$5.13K	Hold	100	–	–	﹤0.01%	158
2023 Q3	$5.8K	Sell	100 -303	-75%	-$18.6K	﹤0.01%	212
2023 Q2	$25.8K	Hold	403	–	–	0.02%	169
2023 Q1	$27.9K	Sell	403 -12	-3%	-$846	0.02%	165
2022 Q4	$30K	Sell	415 -39	-9%	-$2.94K	0.02%	158
2022 Q3	$32K	Buy	454 +51	+13%	+$3.7K	0.02%	150
2022 Q2	$31K	Hold	403	–	–	0.02%	168
2022 Q1	$29K	Hold	403	–	–	0.01%	166
2021 Q4	$25K	Sell	403 -50	-11%	-$2.93K	0.01%	173
2021 Q3	$27K	Buy	+453	New	+$29.8K	0.02%	164

Other funds holding BMY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PFG Private Wealth Management's BMY Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 100 shares — an estimated $6.1K sold.

PFG Private Wealth Management first reported a position in BMY in Q3 2021 and held it in 15 quarters. The position peaked at $32K in Q3 2022. 2,297 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

PFG Private Wealth Management reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 100 Bristol-Myers Squibb shares in Q2 2025, an estimated $6.1K.
PFG Private Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2021 and held it in 15 quarters.
PFG Private Wealth Management's Bristol-Myers Squibb position peaked at $32K in Q3 2022.
2,297 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.