Sigma Investment Counselors’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-35,818
| Closed | -$1.66M | – | 199 |
|
|
2025
Q2 | $1.66M | Buy |
35,818
+2,780
| +8% | +$136K | 0.09% | 95 |
|
|
2025
Q1 | $2.02M | Sell |
33,038
-2,553
| -7% | -$149K | 0.12% | 88 |
|
|
2024
Q4 | $2.01M | Buy |
35,591
+1,115
| +3% | +$62.3K | 0.12% | 89 |
|
|
2024
Q3 | $1.78M | Sell |
34,476
-3,068
| -8% | -$144K | 0.1% | 86 |
|
|
2024
Q2 | $1.56M | Sell |
37,544
-31,702
| -46% | -$1.42M | 0.1% | 90 |
|
|
2024
Q1 | $3.76M | Sell |
69,246
-1,950
| -3% | -$99.3K | 0.24% | 68 |
|
|
2023
Q4 | $3.65M | Buy |
71,196
+4,505
| +7% | +$236K | 0.26% | 63 |
|
|
2023
Q3 | $3.87M | Sell |
66,691
-2,125
| -3% | -$130K | 0.29% | 60 |
|
|
2023
Q2 | $4.4M | Sell |
68,816
-319
| -0.5% | -$21.4K | 0.32% | 56 |
|
|
2023
Q1 | $4.79M | Buy |
69,135
+115
| +0.2% | +$8.11K | 0.37% | 50 |
|
|
2022
Q4 | $4.97M | Sell |
69,020
-502
| -0.7% | -$37.9K | 0.41% | 43 |
|
|
2022
Q3 | $4.94M | Sell |
69,522
-901
| -1% | -$65.4K | 0.42% | 43 |
|
|
2022
Q2 | $5.42M | Buy |
70,423
+411
| +0.6% | +$31.3K | 0.44% | 41 |
|
|
2022
Q1 | $5.11M | Buy |
70,012
+256
| +0.4% | +$17.2K | 0.37% | 49 |
|
|
2021
Q4 | $4.35M | Sell |
69,756
-1,511
| -2% | -$88.6K | 0.3% | 54 |
|
|
2021
Q3 | $4.22M | Buy |
71,267
+609
| +0.9% | +$40.1K | 0.31% | 53 |
|
|
2021
Q2 | $4.72M | Sell |
70,658
-1,269
| -2% | -$82.7K | 0.35% | 51 |
|
|
2021
Q1 | $4.54M | Sell |
71,927
-1,475
| -2% | -$91.8K | 0.37% | 48 |
|
|
2020
Q4 | $4.55M | Buy |
73,402
+34,993
| +91% | +$2.15M | 0.39% | 49 |
|
|
2020
Q3 | $2.32M | Sell |
38,409
-38,084
| -50% | -$2.29M | 0.45% | 44 |
|
|
2020
Q2 | $4.5M | Buy |
76,493
+5,428
| +8% | +$325K | 0.48% | 43 |
|
|
2020
Q1 | $3.96M | Buy |
71,065
+158
| +0.2% | +$9.66K | 0.5% | 42 |
|
|
2019
Q4 | $4.55M | Buy |
70,907
+21,467
| +43% | +$1.23M | 0.48% | 45 |
|
|
2019
Q3 | $2.51M | Buy |
49,440
+7,901
| +19% | +$371K | 0.29% | 58 |
|
|
2019
Q2 | $1.88M | Sell |
41,539
-5,891
| -12% | -$274K | 0.22% | 68 |
|
|
2019
Q1 | $2.26M | Sell |
47,430
-186
| -0.4% | -$9.27K | 0.28% | 61 |
|
|
2018
Q4 | $2.48M | Sell |
47,616
-5,346
| -10% | -$287K | 0.34% | 55 |
|
|
2018
Q3 | $3.29M | Buy |
52,962
+625
| +1% | +$37.1K | 0.41% | 36 |
|
|
2018
Q2 | $2.9M | Sell |
52,337
-157
| -0.3% | -$8.48K | 0.38% | 40 |
|
|
2018
Q1 | $3.32M | Sell |
52,494
-438
| -0.8% | -$28.2K | 0.45% | 35 |
|
|
2017
Q4 | $3.24M | Buy |
52,932
+618
| +1% | +$38.7K | 0.44% | 36 |
|
|
2017
Q3 | $3.33M | Buy |
52,314
+995
| +2% | +$58.1K | 0.47% | 35 |
|
|
2017
Q2 | $2.86M | Buy |
51,319
+69
| +0.1% | +$3.75K | 0.44% | 47 |
|
|
2017
Q1 | $2.79M | Buy |
+51,250
| New | +$2.81M | 0.44% | 46 |
|
Other funds holding BMY
Sigma Investment Counselors's BMY Position: Q3 2025 in Review
Sigma Investment Counselors sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 35,818 shares — an estimated $1.66M sold.
Sigma Investment Counselors first reported a position in BMY in Q1 2017 and held it in 34 quarters. The position peaked at $5.42M in Q2 2022. 2,267 funds tracked by Wall St. Rank hold BMY as of Q3 2025.
- Sigma Investment Counselors reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
- Sigma Investment Counselors sold 35,818 Bristol-Myers Squibb shares in Q3 2025, an estimated $1.66M.
- Sigma Investment Counselors first reported a position in Bristol-Myers Squibb in Q1 2017 and held it in 34 quarters.
- Sigma Investment Counselors's Bristol-Myers Squibb position peaked at $5.42M in Q2 2022.
- 2,267 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.
Based on Sigma Investment Counselors's 13F filing for Q3 2025, filed 29 Oct 2025.