Semmax Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Semmax Financial 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 Q2	$4.28K	Sell	93 -17	-15%	-$834	﹤0.01%	305
2025 Q1	$5.1K	Buy	110 +19	+21%	+$1.11K	﹤0.01%	272
2024 Q4	$5.08K	Buy	91 +1	+1%	+$56	﹤0.01%	256
2024 Q3	$5.3K	Buy	90 +1	+1%	+$47	﹤0.01%	251
2024 Q2	$4.36K	Buy	89 +1	+1%	+$45	﹤0.01%	290
2024 Q1	$3.95K	Buy	88 +1	+1%	+$51	﹤0.01%	259
2023 Q4	$4.21K	Buy	87 +2	+2%	+$105	﹤0.01%	263
2023 Q3	$4.29K	Buy	+85	New	+$5.21K	﹤0.01%	239
2022 Q4	$6K	Hold	82	–	–	﹤0.01%	188
2022 Q3	$7K	Hold	82	–	–	﹤0.01%	175
2022 Q2	$6K	Buy	82 +1	+1%	+$76	﹤0.01%	180
2022 Q1	$6K	Buy	81 +1	+1%	+$67	﹤0.01%	206
2021 Q4	$5K	Buy	+80	New	+$4.69K	﹤0.01%	209
2020 Q2	–	Sell	-49	Closed	-$3K	–	269
2020 Q1	$3K	Hold	49	–	–	﹤0.01%	205
2019 Q4	$3K	Buy	+49	New	+$2.81K	﹤0.01%	234
2019 Q3	–	Sell	-38	Closed	-$2K	–	279
2019 Q2	$2K	Sell	38 -228	-86%	-$10.6K	﹤0.01%	278
2019 Q1	$13K	Sell	266 -6,796	-96%	-$339K	0.01%	299
2018 Q4	$367K	Buy	+7,062	New	+$379K	0.29%	78

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 $3.38T AUM 44.17% 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

Semmax Financial Advisors's BMY Position: Q2 2025 in Review

Semmax Financial Advisors reduced its Bristol-Myers Squibb (BMY) stake by 15% in Q2 2025, selling an estimated $834 and leaving 93 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Semmax Financial Advisors first reported a position in BMY in Q4 2018 and has held it in 18 quarters since. The position peaked at $367K in Q4 2018. 2,299 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Semmax Financial Advisors held 93 shares of Bristol-Myers Squibb worth $4.28K as of Q2 2025.
Semmax Financial Advisors sold 17 Bristol-Myers Squibb shares in Q2 2025, an estimated $834.
Bristol-Myers Squibb made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #305 holding.
Semmax Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 18 quarters since.
Semmax Financial Advisors's Bristol-Myers Squibb position peaked at $367K in Q4 2018.
2,299 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.