Sharp Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

Sharp Financial Services’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	-4,650	Closed	-$263K	–	91
2024 Q4	$263K	Sell	4,650 -1,100	-19%	-$61.5K	0.2%	77
2024 Q3	$298K	Sell	5,750 -4,700	-45%	-$220K	0.23%	70
2024 Q2	$434K	Buy	10,450 +2,250	+27%	+$101K	0.37%	47
2024 Q1	$445K	Buy	8,200 +3,650	+80%	+$186K	0.41%	49
2023 Q4	$233K	Buy	+4,550	New	+$239K	0.25%	76

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 $751B AUM 38.74% 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

Sharp Financial Services's BMY Position: Q1 2025 in Review

Sharp Financial Services sold out of Bristol-Myers Squibb (BMY) in Q1 2025, closing a stake of 4,650 shares — an estimated $263K sold.

Sharp Financial Services first reported a position in BMY in Q4 2023 and held it in 5 quarters. The position peaked at $445K in Q1 2024. 2,485 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

Sharp Financial Services reported no remaining Bristol-Myers Squibb position as of Q1 2025 after selling out during the quarter.
Sharp Financial Services sold 4,650 Bristol-Myers Squibb shares in Q1 2025, an estimated $263K.
Sharp Financial Services first reported a position in Bristol-Myers Squibb in Q4 2023 and held it in 5 quarters.
Sharp Financial Services's Bristol-Myers Squibb position peaked at $445K in Q1 2024.
2,485 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Sharp Financial Services's 13F filing for Q1 2025, filed 29 Apr 2025.