Ramsay Stattman Vela & Price’s Bristol-Myers Squibb BMY Stock Holding History

Ramsay Stattman Vela & Price’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	-14,025	Closed	-$633K	–	81
2025 Q3	$633K	Sell	14,025 -1,750	-11%	-$81.7K	0.11%	64
2025 Q2	$730K	Sell	15,775 -1,500	-9%	-$73.6K	0.14%	63
2025 Q1	$1.05M	Hold	17,275	–	–	0.2%	61
2024 Q4	$977K	Hold	17,275	–	–	0.18%	60
2024 Q3	$894K	Sell	17,275 -11,900	-41%	-$558K	0.17%	60
2024 Q2	$1.21M	Hold	29,175	–	–	0.23%	58
2024 Q1	$1.58M	Hold	29,175	–	–	0.3%	54
2023 Q4	$1.5M	Sell	29,175 -400	-1%	-$21K	0.3%	53
2023 Q3	$1.72M	Hold	29,575	–	–	0.37%	51
2023 Q2	$1.89M	Hold	29,575	–	–	0.39%	50
2023 Q1	$2.05M	Hold	29,575	–	–	0.44%	51
2022 Q4	$2.13M	Hold	29,575	–	–	0.48%	46
2022 Q3	$2.1M	Hold	29,575	–	–	0.52%	48
2022 Q2	$2.28M	Buy	29,575 +3,175	+12%	+$242K	0.51%	48
2022 Q1	$1.93M	Buy	+26,400	New	+$1.77M	0.38%	54

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

Ramsay Stattman Vela & Price's BMY Position: Q4 2025 in Review

Ramsay Stattman Vela & Price sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 14,025 shares — an estimated $633K sold.

Ramsay Stattman Vela & Price first reported a position in BMY in Q1 2022 and held it in 15 quarters. The position peaked at $2.28M in Q2 2022. 2,454 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

Ramsay Stattman Vela & Price reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
Ramsay Stattman Vela & Price sold 14,025 Bristol-Myers Squibb shares in Q4 2025, an estimated $633K.
Ramsay Stattman Vela & Price first reported a position in Bristol-Myers Squibb in Q1 2022 and held it in 15 quarters.
Ramsay Stattman Vela & Price's Bristol-Myers Squibb position peaked at $2.28M in Q2 2022.
2,454 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Ramsay Stattman Vela & Price's 13F filing for Q4 2025, filed 23 Jan 2026.