Sandy Spring Bank’s Bristol-Myers Squibb BMY Stock Holding History

Sandy Spring Bank’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 Q1	$5.26M	Sell	86,311 -4,853	-5%	-$283K	0.22%	103
2024 Q4	$5.16M	Sell	91,164 -1,987	-2%	-$111K	0.21%	101
2024 Q3	$4.82M	Sell	93,151 -9,602	-9%	-$450K	0.2%	109
2024 Q2	$4.27M	Sell	102,753 -3,496	-3%	-$156K	0.19%	114
2024 Q1	$5.76M	Sell	106,249 -2,963	-3%	-$151K	0.26%	82
2023 Q4	$5.6M	Sell	109,212 -9,726	-8%	-$511K	0.28%	84
2023 Q3	$6.9M	Sell	118,938 -534	-0.4%	-$32.7K	0.38%	62
2023 Q2	$7.64M	Sell	119,472 -2,350	-2%	-$158K	0.41%	59
2023 Q1	$8.44M	Sell	121,822 -1,689	-1%	-$119K	0.48%	50
2022 Q4	$8.89M	Sell	123,511 -4,477	-3%	-$338K	0.53%	46
2022 Q3	$9.1M	Sell	127,988 -9,277	-7%	-$673K	0.58%	39
2022 Q2	$10.6M	Sell	137,265 -2,927	-2%	-$223K	0.63%	35
2022 Q1	$10.2M	Sell	140,192 -136,227	-49%	-$9.15M	0.52%	46
2021 Q4	$17.3M	Buy	276,419 +134,052	+94%	+$7.86M	0.83%	27
2021 Q3	$8.42M	Sell	142,367 -1,726	-1%	-$114K	0.45%	55
2021 Q2	$9.63M	Buy	144,093 +1,579	+1%	+$103K	0.51%	46
2021 Q1	$9M	Buy	142,514 +5,366	+4%	+$334K	0.52%	47
2020 Q4	$8.51M	Sell	137,148 -3,503	-2%	-$215K	0.52%	46
2020 Q3	$8.48M	Buy	140,651 +2,326	+2%	+$140K	0.58%	41
2020 Q2	$8.13M	Buy	138,325 +2,140	+2%	+$128K	0.6%	38
2020 Q1	$7.59M	Sell	136,185 -5,544	-4%	-$339K	0.69%	34
2019 Q4	$9.1M	Buy	141,729 +1,947	+1%	+$112K	0.66%	33
2019 Q3	$7.09M	Buy	139,782 +1,069	+0.8%	+$50.2K	0.55%	43
2019 Q2	$6.29M	Sell	138,713 -4,437	-3%	-$207K	0.51%	50
2019 Q1	$6.83M	Buy	143,150 +3,773	+3%	+$188K	0.58%	40
2018 Q4	$7.25M	Sell	139,377 -4,171	-3%	-$224K	0.69%	33
2018 Q3	$8.91M	Buy	143,548 +18	+0%	+$1.07K	0.73%	33
2018 Q2	$7.94M	Buy	143,530 +3,076	+2%	+$166K	0.69%	34
2018 Q1	$8.88M	Buy	140,454 +10,975	+8%	+$706K	0.79%	30
2017 Q4	$7.93M	Buy	129,479 +6,900	+6%	+$432K	0.72%	32
2017 Q3	$7.81M	Buy	122,579 +2,956	+2%	+$173K	0.75%	31
2017 Q2	$6.71M	Buy	119,623 +1,321	+1%	+$71.9K	0.66%	35
2017 Q1	$6.47M	Sell	118,302 -808	-0.7%	-$44.3K	0.64%	38
2016 Q4	$7M	Buy	119,110 +1,195	+1%	+$65.3K	0.73%	34
2016 Q3	$6.4M	Buy	117,915 +13,600	+13%	+$874K	0.69%	36
2016 Q2	$7.79M	Sell	104,315 -4,395	-4%	-$311K	0.89%	22
2016 Q1	$6.94M	Sell	108,710 -6,760	-6%	-$426K	0.79%	27
2015 Q4	$7.94M	Sell	115,470 -4,118	-3%	-$272K	0.93%	22
2015 Q3	$7.08M	Sell	119,588 -3,047	-2%	-$193K	0.87%	25
2015 Q2	$8.16M	Sell	122,635 -1,053	-0.9%	-$69.4K	0.92%	22
2015 Q1	$7.98M	Sell	123,688 -2,042	-2%	-$128K	0.93%	25
2014 Q4	$7.42M	Sell	125,730 -1,166	-0.9%	-$65.8K	0.89%	25
2014 Q3	$6.49M	Sell	126,896 -1,400	-1%	-$69.9K	0.8%	31
2014 Q2	$6.22M	Sell	128,296 -5,855	-4%	-$289K	0.78%	36
2014 Q1	$6.97M	Sell	134,151 -5,100	-4%	-$271K	1.07%	20
2013 Q4	$7.4M	Sell	139,251 -2,100	-1%	-$107K	1.04%	19
2013 Q3	$6.54M	Buy	141,351 +1,532	+1%	+$67.2K	0.97%	24
2013 Q2	$6.25M	Buy	+139,819	New	+$6.07M	0.98%	25

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

Sandy Spring Bank's BMY Position: Q1 2025 in Review

Sandy Spring Bank reduced its Bristol-Myers Squibb (BMY) stake by 5.3% in Q1 2025, selling an estimated $283K and leaving 86,311 shares worth $5.26M. The position accounts for 0.22% of the portfolio, ranked #103.

Sandy Spring Bank first reported a position in BMY in Q2 2013 and has held it in 48 quarters since. The position peaked at $17.3M in Q4 2021. 2,478 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

Sandy Spring Bank held 86,311 shares of Bristol-Myers Squibb worth $5.26M as of Q1 2025.
Sandy Spring Bank sold 4,853 Bristol-Myers Squibb shares in Q1 2025, an estimated $283K.
Bristol-Myers Squibb made up 0.22% of Sandy Spring Bank's portfolio in Q1 2025, its #103 holding.
Sandy Spring Bank first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's Bristol-Myers Squibb position peaked at $17.3M in Q4 2021.
2,478 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.