Ridgecrest Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

Ridgecrest Wealth Partners’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	-8,115	Closed	-$366K	–	105
2025 Q3	$366K	Hold	8,115	–	–	0.17%	75
2025 Q2	$376K	Sell	8,115 -1,096	-12%	-$53.8K	0.2%	67
2025 Q1	$562K	Buy	9,211 +500	+6%	+$29.1K	0.29%	58
2024 Q4	$493K	Sell	8,711 -964	-10%	-$53.9K	0.27%	61
2024 Q3	$501K	Hold	9,675	–	–	0.26%	63
2024 Q2	$402K	Hold	9,675	–	–	0.24%	70
2024 Q1	$525K	Sell	9,675 -400	-4%	-$20.4K	0.31%	55
2023 Q4	$517K	Sell	10,075 -604	-6%	-$31.7K	0.34%	53
2023 Q3	$620K	Sell	10,679 -660	-6%	-$40.4K	0.43%	50
2023 Q2	$725K	Sell	11,339 -340	-3%	-$22.8K	0.48%	40
2023 Q1	$809K	Sell	11,679 -400	-3%	-$28.2K	0.58%	35
2022 Q4	$869K	Hold	12,079	–	–	0.66%	34
2022 Q3	$859K	Hold	12,079	–	–	0.7%	34
2022 Q2	$930K	Hold	12,079	–	–	0.68%	36
2022 Q1	$882K	Sell	12,079 -200	-2%	-$13.4K	0.56%	40
2021 Q4	$766K	Buy	12,279 +900	+8%	+$52.8K	0.37%	57
2021 Q3	$673K	Buy	11,379 +2,456	+28%	+$162K	0.37%	54
2021 Q2	$596K	Sell	8,923 -858	-9%	-$55.9K	0.37%	57
2021 Q1	$618K	Buy	+9,781	New	+$609K	0.59%	43

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ridgecrest Wealth Partners's BMY Position: Q4 2025 in Review

Ridgecrest Wealth Partners sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 8,115 shares — an estimated $366K sold.

Ridgecrest Wealth Partners first reported a position in BMY in Q1 2021 and held it in 19 quarters. The position peaked at $930K in Q2 2022. 2,448 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

Ridgecrest Wealth Partners reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
Ridgecrest Wealth Partners sold 8,115 Bristol-Myers Squibb shares in Q4 2025, an estimated $366K.
Ridgecrest Wealth Partners first reported a position in Bristol-Myers Squibb in Q1 2021 and held it in 19 quarters.
Ridgecrest Wealth Partners's Bristol-Myers Squibb position peaked at $930K in Q2 2022.
2,448 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Ridgecrest Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.