Security National Bank of Sioux City Iowa’s Bristol-Myers Squibb BMY Stock Holding History

Security National Bank of Sioux City Iowa’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	–	Sell	-5,022	Closed	-$284K	–	90
2024 Q4	$284K	Hold	5,022	–	–	0.2%	80
2024 Q3	$260K	Sell	5,022 -172	-3%	-$8.07K	0.16%	94
2024 Q2	$216K	Hold	5,194	–	–	0.16%	90
2024 Q1	$282K	Sell	5,194 -1,026	-16%	-$52.3K	0.2%	81
2023 Q4	$319K	Hold	6,220	–	–	0.24%	75
2023 Q3	$361K	Sell	6,220 -800	-11%	-$49K	0.28%	69
2023 Q2	$449K	Buy	+7,020	New	+$471K	0.34%	65
2022 Q4	$457K	Hold	6,348	–	–	0.35%	66
2022 Q3	$451K	Hold	6,348	–	–	0.4%	63
2022 Q2	$489K	Sell	6,348 -100	-2%	-$7.62K	0.42%	61
2022 Q1	$471K	Hold	6,448	–	–	0.35%	63
2021 Q4	$402K	Hold	6,448	–	–	0.28%	72
2021 Q3	$382K	Buy	+6,448	New	+$425K	0.29%	68
2021 Q2	–	Sell	-6,834	Closed	-$431K	–	99
2021 Q1	$431K	Buy	6,834 +506	+8%	+$31.5K	0.35%	66
2020 Q4	$393K	Hold	6,328	–	–	0.34%	68
2020 Q3	$382K	Hold	6,328	–	–	0.36%	61
2020 Q2	$373K	Sell	6,328 -5	-0.1%	-$299	0.4%	60
2020 Q1	$353K	Buy	6,333 +270	+4%	+$16.5K	0.46%	57
2019 Q4	$389K	Buy	6,063 +128	+2%	+$7.33K	0.38%	63
2019 Q3	$301K	Hold	5,935	–	–	0.35%	68
2019 Q2	$269K	Sell	5,935 -10	-0.2%	-$466	0.32%	68
2019 Q1	$284K	Hold	5,945	–	–	0.33%	67
2018 Q4	$309K	Hold	5,945	–	–	0.32%	64
2018 Q3	$369K	Hold	5,945	–	–	0.33%	69
2018 Q2	$329K	Sell	5,945 -11	-0.2%	-$594	0.31%	74
2018 Q1	$377K	Hold	5,956	–	–	0.35%	70
2017 Q4	$365K	Sell	5,956 -25	-0.4%	-$1.56K	0.33%	74
2017 Q3	$381K	Sell	5,981 -1,646	-22%	-$96.1K	0.37%	71
2017 Q2	$425K	Sell	7,627 -4,660	-38%	-$254K	0.42%	73
2017 Q1	$668K	Buy	+12,287	New	+$674K	0.66%	68

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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 $432B AUM 30.22% 1-Year Est. Return

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

Security National Bank of Sioux City Iowa's BMY Position: Q1 2025 in Review

Security National Bank of Sioux City Iowa sold out of Bristol-Myers Squibb (BMY) in Q1 2025, closing a stake of 5,022 shares — an estimated $284K sold.

Security National Bank of Sioux City Iowa first reported a position in BMY in Q1 2017 and held it in 30 quarters. The position peaked at $668K in Q1 2017. 2,480 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

Security National Bank of Sioux City Iowa reported no remaining Bristol-Myers Squibb position as of Q1 2025 after selling out during the quarter.
Security National Bank of Sioux City Iowa sold 5,022 Bristol-Myers Squibb shares in Q1 2025, an estimated $284K.
Security National Bank of Sioux City Iowa first reported a position in Bristol-Myers Squibb in Q1 2017 and held it in 30 quarters.
Security National Bank of Sioux City Iowa's Bristol-Myers Squibb position peaked at $668K in Q1 2017.
2,480 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q1 2025, filed 20 May 2025.