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

Royal Capital Wealth 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 Q2	–	Sell	-3,492	Closed	-$213K	–	87
2025 Q1	$213K	Buy	+3,492	New	+$204K	0.15%	81
2023 Q4	–	Sell	-5,147	Closed	-$299K	–	94
2023 Q3	$299K	Buy	5,147 +4	+0.1%	+$245	0.29%	64
2023 Q2	$329K	Sell	5,143 -180	-3%	-$12.1K	0.31%	63
2023 Q1	$369K	Buy	5,323 +188	+4%	+$13.3K	0.37%	57
2022 Q4	$369K	Buy	5,135 +3	+0.1%	+$226	0.39%	55
2022 Q3	$365K	Buy	5,132 +143	+3%	+$10.4K	0.43%	54
2022 Q2	$384K	Buy	4,989 +3	+0.1%	+$228	0.42%	56
2022 Q1	$364K	Buy	4,986 +4	+0.1%	+$269	0.36%	67
2021 Q4	$311K	Buy	+4,982	New	+$292K	0.3%	76

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Royal Capital Wealth Management's BMY Position: Q2 2025 in Review

Royal Capital Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 3,492 shares — an estimated $213K sold.

Royal Capital Wealth Management first reported a position in BMY in Q4 2021 and held it in 9 quarters. The position peaked at $384K in Q2 2022. 2,293 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Royal Capital Wealth Management reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Royal Capital Wealth Management sold 3,492 Bristol-Myers Squibb shares in Q2 2025, an estimated $213K.
Royal Capital Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 9 quarters.
Royal Capital Wealth Management's Bristol-Myers Squibb position peaked at $384K in Q2 2022.
2,293 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Royal Capital Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.