Principia Wealth Advisory’s Bristol-Myers Squibb BMY Stock Holding History

Principia Wealth Advisory’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	$4.75K	Sell	88 -5	-5%	-$241	﹤0.01%	285
2025 Q3	$4.19K	Buy	93 +22	+31%	+$1.03K	﹤0.01%	297
2025 Q2	$3.29K	Buy	71 +8	+13%	+$393	﹤0.01%	294
2025 Q1	$3.39K	Buy	63 +12	+24%	+$699	﹤0.01%	226
2024 Q4	$2.88K	Buy	+51	New	+$2.85K	﹤0.01%	195

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Principia Wealth Advisory's BMY Position: Q4 2025 in Review

Principia Wealth Advisory reduced its Bristol-Myers Squibb (BMY) stake by 5.4% in Q4 2025, selling an estimated $241 and leaving 88 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Principia Wealth Advisory first reported a position in BMY in Q4 2024 and has held it in 5 quarters since. 2,455 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

Principia Wealth Advisory held 88 shares of Bristol-Myers Squibb worth $4.75K as of Q4 2025.
Principia Wealth Advisory sold 5 Bristol-Myers Squibb shares in Q4 2025, an estimated $241.
Bristol-Myers Squibb made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #285 holding.
Principia Wealth Advisory first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 5 quarters since.
2,455 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.