Schechter Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Schechter Investment 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 Q1	$521K	Sell	8,547 -938	-10%	-$54.7K	0.04%	355
2024 Q4	$536K	Buy	+9,485	New	+$530K	0.04%	377
2024 Q2	–	Sell	-13,374	Closed	-$725K	–	655
2024 Q1	$725K	Sell	13,374 -1,930	-13%	-$98.3K	0.05%	310
2023 Q4	$785K	Sell	15,304 -11,351	-43%	-$596K	0.07%	271
2023 Q3	$1.55M	Buy	26,655 +3,503	+15%	+$215K	0.15%	138
2023 Q2	$1.48M	Sell	23,152 -1,070	-4%	-$71.8K	0.13%	162
2023 Q1	$1.68M	Sell	24,222 -3,179	-12%	-$224K	0.16%	143
2022 Q4	$1.97M	Buy	27,401 +3,995	+17%	+$301K	0.18%	118
2022 Q3	$1.66M	Buy	23,406 +2,675	+13%	+$194K	0.16%	135
2022 Q2	$1.6M	Buy	20,731 +1,069	+5%	+$81.4K	0.16%	136
2022 Q1	$1.44M	Buy	19,662 +2,533	+15%	+$170K	0.13%	179
2021 Q4	$1.07M	Buy	+17,129	New	+$1M	0.1%	282

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

Schechter Investment Advisors's BMY Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Bristol-Myers Squibb (BMY) stake by 9.9% in Q1 2025, selling an estimated $54.7K and leaving 8,547 shares worth $521K. The position accounts for 0.04% of the portfolio, ranked #355.

Schechter Investment Advisors first reported a position in BMY in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.97M in Q4 2022. 2,477 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

Schechter Investment Advisors held 8,547 shares of Bristol-Myers Squibb worth $521K as of Q1 2025.
Schechter Investment Advisors sold 938 Bristol-Myers Squibb shares in Q1 2025, an estimated $54.7K.
Bristol-Myers Squibb made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #355 holding.
Schechter Investment Advisors first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 12 quarters since.
Schechter Investment Advisors's Bristol-Myers Squibb position peaked at $1.97M in Q4 2022.
2,477 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.