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Rede Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Rede Wealth’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
-6,182
Closed -$279K – 122
2025
Q3 		$279K Buy
+6,182
New +$289K 0.22% 83
2023
Q3 		– Sell
-6,000
Closed -$384K – 83
2023
Q2 		$384K Hold
6,000
– – 0.18% 61
2023
Q1 		$416K Hold
6,000
– – 0.22% 55
2022
Q4 		$432K Buy
6,000
+300
+5% +$22.6K 0.23% 50
2022
Q3 		$405K Hold
5,700
– – 0.24% 51
2022
Q2 		$439K Sell
5,700
-300
-5% -$22.8K 0.25% 52
2022
Q1 		$438K Sell
6,000
-590
-9% -$39.6K 0.21% 60
2021
Q4 		$411K Sell
6,590
-175
-3% -$10.3K 0.21% 65
2021
Q3 		$401K Buy
6,765
+646
+11% +$42.5K 0.21% 68
2021
Q2 		$409K Hold
6,119
– – 0.22% 66
2021
Q1 		$386K Buy
6,119
+686
+13% +$42.7K 0.22% 65
2020
Q4 		$337K Buy
+5,433
New +$334K 0.23% 62

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Rede Wealth's BMY Position: Q4 2025 in Review

Rede Wealth sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 6,182 shares — an estimated $279K sold.

Rede Wealth first reported a position in BMY in Q4 2020 and held it in 12 quarters. The position peaked at $439K in Q2 2022. 2,447 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

  • Rede Wealth reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
  • Rede Wealth sold 6,182 Bristol-Myers Squibb shares in Q4 2025, an estimated $279K.
  • Rede Wealth first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 12 quarters.
  • Rede Wealth's Bristol-Myers Squibb position peaked at $439K in Q2 2022.
  • 2,447 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Rede Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.