Requisite Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Requisite Capital Management’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	-4,987	Closed	-$225K	–	155
2025 Q3	$225K	Buy	+4,987	New	+$233K	0.04%	306
2020 Q1	–	Sell	-7,700	Closed	-$494K	–	63
2019 Q4	$494K	Sell	7,700 -11,000	-59%	-$630K	0.17%	46
2019 Q3	$948K	Hold	18,700	–	–	0.36%	31
2019 Q2	$848K	Buy	18,700 +2,700	+17%	+$126K	0.33%	39
2019 Q1	$763K	Buy	+16,000	New	+$797K	0.29%	36

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

Requisite Capital Management's BMY Position: Q4 2025 in Review

Requisite Capital Management sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 4,987 shares — an estimated $225K sold.

Requisite Capital Management first reported a position in BMY in Q1 2019 and held it in 5 quarters. The position peaked at $948K in Q3 2019. 2,454 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

Requisite Capital Management reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
Requisite Capital Management sold 4,987 Bristol-Myers Squibb shares in Q4 2025, an estimated $225K.
Requisite Capital Management first reported a position in Bristol-Myers Squibb in Q1 2019 and held it in 5 quarters.
Requisite Capital Management's Bristol-Myers Squibb position peaked at $948K in Q3 2019.
2,454 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Requisite Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.