SageView Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

SageView Advisory Group’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	$595K	Buy	11,034 +1,036	+10%	+$49.8K	0.02%	333
2025 Q3	$451K	Sell	9,998 -2,087	-17%	-$97.5K	0.02%	406
2025 Q2	$574K	Sell	12,085 -406	-3%	-$19.9K	0.02%	345
2025 Q1	$762K	Buy	12,491 +647	+5%	+$37.7K	0.03%	267
2024 Q4	$670K	Buy	11,844 +7,168	+153%	+$401K	0.03%	290
2024 Q3	$242K	Sell	4,676 -2,021	-30%	-$94.8K	0.01%	453
2024 Q2	$278K	Sell	6,697 -3,274	-33%	-$146K	0.01%	457
2024 Q1	$541K	Sell	9,971 -2,398	-19%	-$122K	0.03%	309
2023 Q4	$611K	Sell	12,369 -1,920	-13%	-$101K	0.03%	352
2023 Q3	$829K	Sell	14,289 -3,527	-20%	-$216K	0.05%	238
2023 Q2	$1.14M	Buy	17,816 +3,194	+22%	+$214K	0.06%	199
2023 Q1	$1.01M	Sell	14,622 -386	-3%	-$27.2K	0.06%	204
2022 Q4	$1.08M	Buy	+15,008	New	+$1.13M	0.09%	149

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

SageView Advisory Group's BMY Position: Q4 2025 in Review

SageView Advisory Group increased its Bristol-Myers Squibb (BMY) stake by 10% in Q4 2025, buying an estimated $49.8K and bringing the position to 11,034 shares worth $595K. The position accounts for 0.02% of the portfolio, ranked #333.

SageView Advisory Group first reported a position in BMY in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.14M in Q2 2023. 2,448 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

SageView Advisory Group held 11,034 shares of Bristol-Myers Squibb worth $595K as of Q4 2025.
SageView Advisory Group bought 1,036 Bristol-Myers Squibb shares in Q4 2025, an estimated $49.8K.
Bristol-Myers Squibb made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #333 holding.
SageView Advisory Group first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Bristol-Myers Squibb position peaked at $1.14M in Q2 2023.
2,448 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.