Simplex Trading’s Bristol-Myers Squibb BMY Stock Holding History

Simplex Trading’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	-256,777	Closed	-$12.4M	–	8602
2025 Q3	$11.6M	Buy	256,777 +192,084	+297%	+$8.97M	0.01%	872
2025 Q2	$2.99M	Sell	64,693 -124,206	-66%	-$6.1M	﹤0.01%	1762
2025 Q1	$11.5M	Sell	188,899 -147,729	-44%	-$8.61M	0.01%	801
2024 Q4	$19M	Sell	336,628 -14,458	-4%	-$808K	0.01%	667
2024 Q3	$18.2M	Sell	351,086 -206,925	-37%	-$9.71M	0.01%	687
2024 Q2	$23.2M	Buy	558,011 +54,263	+11%	+$2.43M	0.01%	558
2024 Q1	$27.3M	Buy	+503,748	New	+$25.7M	0.02%	548
2023 Q4	–	Sell	-182,593	Closed	-$9.58M	–	8793
2023 Q3	$10.6M	Buy	182,593 +93,234	+104%	+$5.71M	0.01%	899
2023 Q2	$5.71M	Buy	+89,359	New	+$5.99M	﹤0.01%	1228
2023 Q1	–	Sell	-210,946	Closed	-$14.9M	–	9042
2022 Q4	$15.2M	Buy	210,946 +23,361	+12%	+$1.76M	0.02%	665
2022 Q3	$13.3M	Sell	187,585 -53,474	-22%	-$3.88M	0.02%	667
2022 Q2	$18.6M	Buy	241,059 +240,884	+137,648%	+$18.3M	0.02%	532
2022 Q1	$12K	Sell	175 -162,939	-100%	-$10.9M	﹤0.01%	8717
2021 Q4	$10.2M	Buy	163,114 +65,017	+66%	+$3.81M	0.01%	779
2021 Q3	$6.53M	Sell	98,097 -70	-0.1%	-$4.61K	0.01%	991
2021 Q2	$6.56M	Buy	98,167 +15,427	+19%	+$1.01M	0.01%	968
2021 Q1	$5.22M	Sell	82,740 -33,996	-29%	-$2.12M	0.01%	786
2020 Q4	$7.24M	Buy	116,736 +94,467	+424%	+$5.81M	0.01%	742
2020 Q3	$1.34M	Sell	22,269 -167,000	-88%	-$10.1M	﹤0.01%	1917
2020 Q2	$11.1M	Sell	189,269 -166,733	-47%	-$9.97M	0.02%	485
2020 Q1	$19.8M	Buy	356,002 +164,287	+86%	+$10M	0.04%	239
2019 Q4	$0	Buy	+191,715	New	+$11M	﹤0.01%	7298
2019 Q3	–	Sell	-201,734	Closed	-$9.48M	–	7248
2019 Q2	$9.15M	Buy	201,734 +87,641	+77%	+$4.08M	0.03%	429
2019 Q1	$5.44M	Buy	114,093 +9,772	+9%	+$487K	0.02%	627
2018 Q4	$5.42M	Buy	104,321 +41,956	+67%	+$2.25M	0.02%	528
2018 Q3	$3.87M	Sell	62,365 -40,046	-39%	-$2.38M	0.01%	772
2018 Q2	$5.67M	Sell	102,411 -14,867	-13%	-$803K	0.02%	516
2018 Q1	$7.42M	Buy	+117,278	New	+$7.54M	0.33%	56
2017 Q3	–	Sell	-29,429	Closed	-$1.72M	–	5900
2017 Q2	$1.64M	Buy	+29,429	New	+$1.6M	0.07%	213
2016 Q4	–	Sell	-49,802	Closed	-$2.72M	–	5841
2016 Q3	$2.69M	Buy	+49,802	New	+$3.2M	0.18%	101
2015 Q4	–	Sell	-43,515	Closed	-$2.88M	–	5406
2015 Q3	$2.58M	Buy	43,515 +37,376	+609%	+$2.37M	0.19%	91
2015 Q2	$408K	Sell	6,139 -1,966	-24%	-$130K	0.03%	465
2015 Q1	$522K	Buy	+8,105	New	+$507K	0.06%	321

Other funds holding BMY

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Simplex Trading's BMY Position: Q4 2025 in Review

Simplex Trading sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 256,777 shares — an estimated $12.4M sold.

Simplex Trading first reported a position in BMY in Q1 2015 and held it in 33 quarters. The position peaked at $27.3M in Q1 2024. 2,448 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

Simplex Trading reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
Simplex Trading sold 256,777 Bristol-Myers Squibb shares in Q4 2025, an estimated $12.4M.
Simplex Trading first reported a position in Bristol-Myers Squibb in Q1 2015 and held it in 33 quarters.
Simplex Trading's Bristol-Myers Squibb position peaked at $27.3M in Q1 2024.
2,448 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.