SIMA Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

SIMA Wealth Partners’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	-120	Closed	-$5.41K	–	132
2025 Q3	$5.41K	Buy	+120	New	+$5.6K	﹤0.01%	138

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SIMA Wealth Partners's BMY Position: Q4 2025 in Review

SIMA Wealth Partners sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 120 shares — an estimated $5.41K sold.

SIMA Wealth Partners first reported a position in BMY in Q3 2025 and held it in 1 quarter. The position peaked at $5.41K in Q3 2025. 2,447 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

SIMA Wealth Partners reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
SIMA Wealth Partners sold 120 Bristol-Myers Squibb shares in Q4 2025, an estimated $5.41K.
SIMA Wealth Partners first reported a position in Bristol-Myers Squibb in Q3 2025 and held it in 1 quarter.
SIMA Wealth Partners's Bristol-Myers Squibb position peaked at $5.41K in Q3 2025.
2,447 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on SIMA Wealth Partners's 13F filing for Q4 2025, filed 28 May 2026.