Scott Marsh Financial’s Bristol-Myers Squibb BMY Stock Holding History

Scott Marsh Financial’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	$956K	Buy	+20,658	New	+$1.01M	0.35%	91

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

Scott Marsh Financial's BMY Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Bristol-Myers Squibb (BMY) in Q2 2025: 20,658 shares worth $956K. The stake represents 0.35% of the portfolio and ranks #91 among its holdings.

2,292 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Scott Marsh Financial held 20,658 shares of Bristol-Myers Squibb worth $956K as of Q2 2025.
Bristol-Myers Squibb was a new Scott Marsh Financial position in Q2 2025.
Bristol-Myers Squibb made up 0.35% of Scott Marsh Financial's portfolio in Q2 2025, its #91 holding.
2,292 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.