PFS Partners’s Bristol-Myers Squibb BMY Stock Holding History

PFS Partners’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 Q1	–	Sell	-200	Closed	-$11.3K	–	441
2024 Q4	$11.3K	Sell	200 -284	-59%	-$15.9K	0.01%	274
2024 Q3	$25K	Hold	484	–	–	0.01%	194
2024 Q2	$20.1K	Hold	484	–	–	0.01%	201
2024 Q1	$26.2K	Hold	484	–	–	0.02%	174
2023 Q4	$24.8K	Hold	484	–	–	0.02%	173
2023 Q3	$28.1K	Hold	484	–	–	0.02%	153
2023 Q2	$31K	Sell	484 -100	-17%	-$6.71K	0.03%	156
2023 Q1	$40.5K	Buy	584 +100	+21%	+$7.05K	0.04%	102
2022 Q4	$34.8K	Hold	484	–	–	0.04%	106
2022 Q3	$34.4K	Hold	484	–	–	0.04%	99
2022 Q2	$37.3K	Hold	484	–	–	0.04%	96
2022 Q1	$35.3K	Hold	484	–	–	0.03%	112
2021 Q4	$30.2K	Buy	+484	New	+$28.4K	0.02%	131

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

PFS Partners's BMY Position: Q1 2025 in Review

PFS Partners sold out of Bristol-Myers Squibb (BMY) in Q1 2025, closing a stake of 200 shares — an estimated $11.3K sold.

PFS Partners first reported a position in BMY in Q4 2021 and held it in 13 quarters. The position peaked at $40.5K in Q1 2023. 2,485 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

PFS Partners reported no remaining Bristol-Myers Squibb position as of Q1 2025 after selling out during the quarter.
PFS Partners sold 200 Bristol-Myers Squibb shares in Q1 2025, an estimated $11.3K.
PFS Partners first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 13 quarters.
PFS Partners's Bristol-Myers Squibb position peaked at $40.5K in Q1 2023.
2,485 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on PFS Partners's 13F filing for Q1 2025, filed 14 Apr 2025.