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Redmont Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Redmont Wealth 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 		$10.7K Hold
198
– – 0.02% 177
2025
Q3 		$8.93K Hold
198
– – 0.01% 201
2025
Q2 		$9.16K Hold
198
– – 0.01% 187
2025
Q1 		$12.1K Buy
+198
New +$11.5K 0.02% 102
2024
Q4 		– Sell
-358
Closed -$18.5K – 96
2024
Q3 		$18.5K Hold
358
– – 0.03% 142
2024
Q2 		$14.9K Sell
358
-500
-58% -$22.4K 0.02% 152
2024
Q1 		$46.5K Buy
+858
New +$43.7K 0.06% 94

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Redmont Wealth Advisors's BMY Position: Q4 2025 in Review

Redmont Wealth Advisors held its Bristol-Myers Squibb (BMY) position steady in Q4 2025 at 198 shares worth $10.7K. The position accounts for 0.02% of the portfolio, ranked #177.

Redmont Wealth Advisors first reported a position in BMY in Q1 2024 and has held it in 7 quarters since. The position peaked at $46.5K in Q1 2024. 2,454 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

  • Redmont Wealth Advisors held 198 shares of Bristol-Myers Squibb worth $10.7K as of Q4 2025.
  • Redmont Wealth Advisors left its Bristol-Myers Squibb share count unchanged in Q4 2025.
  • Bristol-Myers Squibb made up 0.02% of Redmont Wealth Advisors's portfolio in Q4 2025, its #177 holding.
  • Redmont Wealth Advisors first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 7 quarters since.
  • Redmont Wealth Advisors's Bristol-Myers Squibb position peaked at $46.5K in Q1 2024.
  • 2,454 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.