Smith Shellnut Wilson’s Bristol-Myers Squibb BMY Stock Holding History

Smith Shellnut Wilson’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 Q2	–	Sell	-3,524	Closed	-$215K	–	140
2025 Q1	$215K	Buy	+3,524	New	+$205K	0.1%	131
2024 Q2	–	Sell	-5,299	Closed	-$287K	–	141
2024 Q1	$287K	Sell	5,299 -106	-2%	-$5.4K	0.15%	101
2023 Q4	$277K	Hold	5,405	–	–	0.16%	102
2023 Q3	$314K	Hold	5,405	–	–	0.19%	93
2023 Q2	$346K	Hold	5,405	–	–	0.19%	90
2023 Q1	$375K	Hold	5,405	–	–	0.23%	76
2022 Q4	$389K	Hold	5,405	–	–	0.24%	73
2022 Q3	$384K	Hold	5,405	–	–	0.26%	63
2022 Q2	$416K	Sell	5,405 -89	-2%	-$6.78K	0.26%	65
2022 Q1	$401K	Sell	5,494 -791	-13%	-$53.1K	0.21%	83
2021 Q4	$392K	Buy	6,285 +131	+2%	+$7.68K	0.19%	97
2021 Q3	$364K	Buy	6,154 +2,160	+54%	+$142K	0.21%	91
2021 Q2	$267K	Hold	3,994	–	–	0.16%	117
2021 Q1	$252K	Sell	3,994 -131	-3%	-$8.15K	0.15%	117
2020 Q4	$256K	Hold	4,125	–	–	0.15%	108
2020 Q3	$249	Hold	4,125	–	–	0.09%	109
2020 Q2	$243K	Buy	4,125 +303	+8%	+$18.1K	0.17%	95
2020 Q1	$213K	Buy	3,822 +620	+19%	+$37.9K	0.18%	97
2019 Q4	$206K	Buy	+3,202	New	+$183K	0.14%	124

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Smith Shellnut Wilson's BMY Position: Q2 2025 in Review

Smith Shellnut Wilson sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 3,524 shares — an estimated $215K sold.

Smith Shellnut Wilson first reported a position in BMY in Q4 2019 and held it in 19 quarters. The position peaked at $416K in Q2 2022. 2,292 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Smith Shellnut Wilson reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Smith Shellnut Wilson sold 3,524 Bristol-Myers Squibb shares in Q2 2025, an estimated $215K.
Smith Shellnut Wilson first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 19 quarters.
Smith Shellnut Wilson's Bristol-Myers Squibb position peaked at $416K in Q2 2022.
2,292 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Smith Shellnut Wilson's 13F filing for Q2 2025, filed 5 Aug 2025.