Quattro Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Quattro Financial 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	-5,400	Closed	-$244K	–	85
2025 Q3	$244K	Hold	5,400	–	–	0.08%	77
2025 Q2	$250K	Sell	5,400 -19,600	-78%	-$962K	0.09%	74
2025 Q1	$1.52M	Sell	25,000 -5,000	-17%	-$291K	0.52%	44
2024 Q4	$1.7M	Hold	30,000	–	–	0.44%	41
2024 Q3	$1.57M	Sell	30,000 -10,000	-25%	-$469K	0.44%	41
2024 Q2	$1.66M	Sell	40,000 -5,000	-11%	-$224K	0.43%	42
2024 Q1	$2.44M	Buy	45,000 +44,949	+88,135%	+$2.29M	0.69%	32
2023 Q4	$2.31M	Sell	51 -44,949	-100%	-$2.36M	0.8%	30
2023 Q3	$2.61M	Buy	+45,000	New	+$2.76M	1.14%	24
2017 Q2	–	Sell	-3,414	Closed	-$186K	–	58
2017 Q1	$186K	Buy	+3,414	New	+$187K	0.09%	53

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

Quattro Financial Advisors's BMY Position: Q4 2025 in Review

Quattro Financial Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 5,400 shares — an estimated $244K sold.

Quattro Financial Advisors first reported a position in BMY in Q1 2017 and held it in 10 quarters. The position peaked at $2.61M in Q3 2023. 2,447 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

Quattro Financial Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
Quattro Financial Advisors sold 5,400 Bristol-Myers Squibb shares in Q4 2025, an estimated $244K.
Quattro Financial Advisors first reported a position in Bristol-Myers Squibb in Q1 2017 and held it in 10 quarters.
Quattro Financial Advisors's Bristol-Myers Squibb position peaked at $2.61M in Q3 2023.
2,447 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Quattro Financial Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.