Schrum Private Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Schrum Private 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	-3,800	Closed	-$232K	–	126
2025 Q1	$232K	Sell	3,800 -110	-3%	-$6.41K	0.2%	111
2024 Q4	$221K	Sell	3,910 -2,390	-38%	-$134K	0.19%	117
2024 Q3	$326K	Buy	+6,300	New	+$296K	0.17%	121
2024 Q2	–	Sell	-4,335	Closed	-$235K	–	127
2024 Q1	$235K	Buy	+4,335	New	+$221K	0.21%	114
2023 Q4	–	Sell	-4,578	Closed	-$266K	–	100
2023 Q3	$266K	Hold	4,578	–	–	0.3%	86
2023 Q2	$293K	Hold	4,578	–	–	0.32%	82
2023 Q1	$317K	Hold	4,578	–	–	0.37%	75
2022 Q4	$329K	Hold	4,578	–	–	0.39%	71
2022 Q3	$325K	Hold	4,578	–	–	0.41%	72
2022 Q2	$353K	Hold	4,578	–	–	0.4%	74
2022 Q1	$342K	Hold	4,578	–	–	0.34%	85
2021 Q4	$285K	Buy	+4,578	New	+$269K	0.26%	96

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Schrum Private Wealth Management's BMY Position: Q2 2025 in Review

Schrum Private Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 3,800 shares — an estimated $232K sold.

Schrum Private Wealth Management first reported a position in BMY in Q4 2021 and held it in 12 quarters. The position peaked at $353K in Q2 2022. 2,297 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Schrum Private Wealth Management reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Schrum Private Wealth Management sold 3,800 Bristol-Myers Squibb shares in Q2 2025, an estimated $232K.
Schrum Private Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 12 quarters.
Schrum Private Wealth Management's Bristol-Myers Squibb position peaked at $353K in Q2 2022.
2,297 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Schrum Private Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.