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Rise Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Rise 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 		– Sell
-1,724
Closed -$77.8K – 281
2025
Q3 		$77.8K Sell
1,724
-191
-10% -$8.92K 0.03% 194
2025
Q2 		$88.7K Sell
1,915
-608
-24% -$29.8K 0.04% 168
2025
Q1 		$154K Buy
2,523
+498
+25% +$29K 0.07% 106
2024
Q4 		$115K Sell
2,025
-135
-6% -$7.54K 0.06% 133
2024
Q3 		$112K Sell
2,160
-106
-5% -$4.97K 0.05% 141
2024
Q2 		$94.1K Buy
2,266
+341
+18% +$15.3K 0.05% 154
2024
Q1 		$104K Buy
1,925
+1,293
+205% +$65.9K 0.06% 149
2023
Q4 		$32.4K Buy
632
+7
+1% +$367 0.02% 209
2023
Q3 		$36.3K Sell
625
-3
-0.5% -$184 0.03% 168
2023
Q2 		$40.2K Sell
628
-383
-38% -$25.7K 0.03% 167
2023
Q1 		$70.1K Sell
1,011
-10
-1% -$705 0.05% 130
2022
Q4 		$73.4K Buy
1,021
+7
+0.7% +$528 0.06% 123
2022
Q3 		$72K Buy
1,014
+7
+0.7% +$508 0.06% 119
2022
Q2 		$78K Buy
1,007
+139
+16% +$10.6K 0.08% 107
2022
Q1 		$63K Sell
868
-34
-4% -$2.28K 0.06% 126
2021
Q4 		$56.2K Buy
+902
New +$52.9K 0.05% 137

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

Rise Advisors's BMY Position: Q4 2025 in Review

Rise Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 1,724 shares — an estimated $77.8K sold.

Rise Advisors first reported a position in BMY in Q4 2021 and held it in 16 quarters. The position peaked at $154K in Q1 2025. 2,454 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

  • Rise Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 1,724 Bristol-Myers Squibb shares in Q4 2025, an estimated $77.8K.
  • Rise Advisors first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's Bristol-Myers Squibb position peaked at $154K in Q1 2025.
  • 2,454 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.