RIA
BMY icon

Realta Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Realta Investment 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
Q1 		– Sell
-7,966
Closed -$451K – 324
2024
Q4 		$451K Buy
+7,966
New +$445K 0.18% 115
2024
Q3 		– Sell
-11,411
Closed -$474K – 395
2024
Q2 		$474K Sell
11,411
-2,110
-16% -$94.4K 0.09% 232
2024
Q1 		$733K Buy
13,521
+2,399
+22% +$122K 0.15% 157
2023
Q4 		$571K Sell
11,122
-4,541
-29% -$238K 0.13% 199
2023
Q3 		$1M Sell
15,663
-1,067
-6% -$65.4K 0.23% 103
2023
Q2 		$1.07M Sell
16,730
-661
-4% -$44.3K 0.23% 100
2023
Q1 		$1.21M Sell
17,391
-1,395
-7% -$98.4K 0.29% 86
2022
Q4 		$1.35M Sell
18,786
-164
-0.9% -$12.4K 0.33% 71
2022
Q3 		$1.35M Sell
18,950
-278
-1% -$20.2K 0.35% 60
2022
Q2 		$1.48M Sell
19,228
-103
-0.5% -$7.84K 0.36% 60
2022
Q1 		$1.41M Sell
19,331
-656
-3% -$44K 0.28% 79
2021
Q4 		$1.25M Buy
19,987
+883
+5% +$51.8K 0.27% 83
2021
Q3 		$1.13M Buy
19,104
+266
+1% +$17.5K 0.27% 86
2021
Q2 		$1.26M Sell
18,838
-416
-2% -$27.1K 0.3% 84
2021
Q1 		$1.22M Buy
19,254
+4,773
+33% +$297K 0.32% 76
2020
Q4 		$898K Sell
14,481
-1,512
-9% -$93K 0.25% 90
2020
Q3 		$964K Sell
15,993
-7,390
-32% -$445K 0.32% 72
2020
Q2 		$1.38M Buy
23,383
+2,004
+9% +$120K 0.45% 46
2020
Q1 		$1.19M Sell
21,379
-6,546
-23% -$400K 0.51% 39
2019
Q4 		$1.59M Buy
27,925
+5,493
+24% +$315K 0.44% 39
2019
Q3 		$1.14M Buy
22,432
+2,865
+15% +$135K 0.31% 59
2019
Q2 		$894K Buy
19,567
+12,094
+162% +$563K 0.25% 89
2019
Q1 		$356K Buy
+7,473
New +$372K 0.16% 184

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Realta Investment Advisors's BMY Position: Q1 2025 in Review

Realta Investment Advisors sold out of Bristol-Myers Squibb (BMY) in Q1 2025, closing a stake of 7,966 shares — an estimated $451K sold.

Realta Investment Advisors first reported a position in BMY in Q1 2019 and held it in 23 quarters. The position peaked at $1.59M in Q4 2019. 2,476 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

  • Realta Investment Advisors reported no remaining Bristol-Myers Squibb position as of Q1 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 7,966 Bristol-Myers Squibb shares in Q1 2025, an estimated $451K.
  • Realta Investment Advisors first reported a position in Bristol-Myers Squibb in Q1 2019 and held it in 23 quarters.
  • Realta Investment Advisors's Bristol-Myers Squibb position peaked at $1.59M in Q4 2019.
  • 2,476 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Realta Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.