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

Selective 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
Q4 		– Sell
-4,600
Closed -$205K – 109
2025
Q3 		$205K Sell
4,600
-201
-4% -$9.39K 0.07% 99
2025
Q2 		$229K Sell
4,801
-800
-14% -$39.3K 0.08% 93
2025
Q1 		$284K Sell
5,601
-111
-2% -$6.47K 0.12% 78
2024
Q4 		$318K Sell
5,712
-2,122
-27% -$119K 0.13% 73
2024
Q3 		$411K Sell
7,834
-179
-2% -$8.4K 0.17% 65
2024
Q2 		$327K Sell
8,013
-41
-0.5% -$1.83K 0.14% 76
2024
Q1 		$405K Sell
8,054
-200
-2% -$10.2K 0.18% 69
2023
Q4 		$430K Sell
8,254
-928
-10% -$48.7K 0.22% 51
2023
Q3 		$521K Sell
9,182
-1,469
-14% -$90K 0.29% 40
2023
Q2 		$665K Buy
+10,651
New +$714K 0.33% 39
2022
Q4 		$848K Sell
11,433
-5,400
-32% -$407K 0.45% 35
2022
Q3 		$1.2M Sell
16,833
-11,323
-40% -$821K 0.51% 33
2022
Q2 		$2.17M Sell
28,156
-85
-0.3% -$6.47K 0.77% 27
2022
Q1 		$2.06M Sell
28,241
-1,790
-6% -$120K 0.75% 23
2021
Q4 		$1.87M Sell
30,031
-335
-1% -$19.7K 0.76% 24
2021
Q3 		$1.8M Sell
30,366
-14,100
-32% -$929K 0.95% 21
2021
Q2 		$2.97M Sell
44,466
-15,035
-25% -$980K 2.37% 8
2021
Q1 		$3.76M Sell
59,501
-9,295
-14% -$578K 3.42% 8
2020
Q4 		$4.27M Buy
68,796
+9,454
+16% +$581K 2.76% 10
2020
Q3 		$3.58M Buy
59,342
+855
+1% +$51.5K 2.81% 10
2020
Q2 		$3.44M Buy
58,487
+55,804
+2,080% +$3.34M 2.85% 10
2020
Q1 		$150K Buy
2,683
+4
+0.1% +$244 0.23% 30
2019
Q4 		$172K Sell
2,679
-106
-4% -$6.07K 0.21% 35
2019
Q3 		$141K Buy
+2,785
New +$131K 0.19% 42
2018
Q3 		$184K Buy
+2,970
New +$176K 2.2% 15

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Selective Wealth Management's BMY Position: Q4 2025 in Review

Selective Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 4,600 shares — an estimated $205K sold.

Selective Wealth Management first reported a position in BMY in Q3 2018 and held it in 25 quarters. The position peaked at $4.27M in Q4 2020. 2,448 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

  • Selective Wealth Management reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
  • Selective Wealth Management sold 4,600 Bristol-Myers Squibb shares in Q4 2025, an estimated $205K.
  • Selective Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2018 and held it in 25 quarters.
  • Selective Wealth Management's Bristol-Myers Squibb position peaked at $4.27M in Q4 2020.
  • 2,448 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Selective Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.