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Proactive Wealth Strategies’s Bristol-Myers Squibb BMY Stock Holding History

Proactive Wealth Strategies’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
Q3 		– Sell
-39,689
Closed -$1.84M – 142
2025
Q2 		$1.84M Buy
39,689
+1,717
+5% +$84.3K 0.87% 43
2025
Q1 		$2.32M Buy
+37,972
New +$2.21M 1.24% 29

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Proactive Wealth Strategies's BMY Position: Q3 2025 in Review

Proactive Wealth Strategies sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 39,689 shares — an estimated $1.84M sold.

Proactive Wealth Strategies first reported a position in BMY in Q1 2025 and held it in 2 quarters. The position peaked at $2.32M in Q1 2025. 2,267 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

  • Proactive Wealth Strategies reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
  • Proactive Wealth Strategies sold 39,689 Bristol-Myers Squibb shares in Q3 2025, an estimated $1.84M.
  • Proactive Wealth Strategies first reported a position in Bristol-Myers Squibb in Q1 2025 and held it in 2 quarters.
  • Proactive Wealth Strategies's Bristol-Myers Squibb position peaked at $2.32M in Q1 2025.
  • 2,267 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Proactive Wealth Strategies's 13F filing for Q3 2025, filed 6 Nov 2025.