Prevail Innovative Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Prevail Innovative Wealth Advisors’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	-33,731	Closed	-$1.52M	–	194
2025 Q3	$1.52M	Buy	33,731 +2,073	+7%	+$96.8K	0.3%	131
2025 Q2	$1.47M	Buy	+31,658	New	+$1.55M	0.33%	109

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

Norges Bank Oslo, Norway $935B AUM

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Prevail Innovative Wealth Advisors's BMY Position: Q4 2025 in Review

Prevail Innovative Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 33,731 shares — an estimated $1.52M sold.

Prevail Innovative Wealth Advisors first reported a position in BMY in Q2 2025 and held it in 2 quarters. The position peaked at $1.52M in Q3 2025. 2,448 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

Prevail Innovative Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 33,731 Bristol-Myers Squibb shares in Q4 2025, an estimated $1.52M.
Prevail Innovative Wealth Advisors first reported a position in Bristol-Myers Squibb in Q2 2025 and held it in 2 quarters.
Prevail Innovative Wealth Advisors's Bristol-Myers Squibb position peaked at $1.52M in Q3 2025.
2,448 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.