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Slagle Financial’s Bristol-Myers Squibb BMY Stock Holding History

Slagle Financial’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
-15,837
Closed -$714K – 119
2025
Q3 		$714K Buy
15,837
+688
+5% +$32.1K 0.26% 70
2025
Q2 		$701K Buy
15,149
+636
+4% +$31.2K 0.28% 70
2025
Q1 		$885K Sell
14,513
-1,813
-11% -$106K 0.39% 60
2024
Q4 		$923K Sell
16,326
-32,251
-66% -$1.8M 0.42% 60
2024
Q3 		$2.51M Buy
48,577
+3,935
+9% +$185K 1.12% 35
2024
Q2 		$1.85M Buy
44,642
+3,612
+9% +$162K 0.95% 44
2024
Q1 		$2.23M Sell
41,030
-12,894
-24% -$657K 1.21% 36
2023
Q4 		$1.39M Buy
53,924
+27,774
+106% +$1.46M 0.8% 54
2023
Q3 		$1.52M Buy
26,150
+2,440
+10% +$150K 0.93% 51
2023
Q2 		$1.52M Buy
+23,710
New +$1.59M 0.94% 49

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Slagle Financial's BMY Position: Q4 2025 in Review

Slagle Financial sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 15,837 shares — an estimated $714K sold.

Slagle Financial first reported a position in BMY in Q2 2023 and held it in 10 quarters. The position peaked at $2.51M in Q3 2024. 2,448 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

  • Slagle Financial reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
  • Slagle Financial sold 15,837 Bristol-Myers Squibb shares in Q4 2025, an estimated $714K.
  • Slagle Financial first reported a position in Bristol-Myers Squibb in Q2 2023 and held it in 10 quarters.
  • Slagle Financial's Bristol-Myers Squibb position peaked at $2.51M in Q3 2024.
  • 2,448 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Slagle Financial's 13F filing for Q4 2025, filed 26 Jan 2026.