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Sonora Investment Management Group’s Bristol-Myers Squibb BMY Stock Holding History

Sonora Investment Management Group’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
-4,647
Closed -$283K – 305
2025
Q1 		$283K Buy
4,647
+132
+3% +$7.69K 0.02% 227
2024
Q4 		$255K Sell
4,515
-1,245
-22% -$69.6K 0.02% 236
2024
Q3 		$298K Sell
5,760
-3,572
-38% -$168K 0.02% 221
2024
Q2 		$506K Hold
9,332
– – 0.04% 173
2024
Q1 		$506K Buy
9,332
+523
+6% +$26.6K 0.04% 173
2023
Q4 		$452K Buy
8,809
+1,753
+25% +$92K 0.04% 172
2023
Q3 		$410K Sell
7,056
-184
-3% -$11.3K 0.04% 176
2023
Q2 		$463K Buy
7,240
+241
+3% +$16.2K 0.04% 164
2023
Q1 		$485K Sell
6,999
-537
-7% -$37.9K 0.04% 158
2022
Q4 		$542K Buy
7,536
+285
+4% +$21.5K 0.05% 155
2022
Q3 		$558K Hold
7,251
– – 0.07% 122
2022
Q2 		$558K Buy
7,251
+1,451
+25% +$111K 0.05% 153
2022
Q1 		$423K Buy
5,800
+325
+6% +$21.8K 0.05% 143
2021
Q4 		$341K Buy
+5,475
New +$321K 0.04% 163

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sonora Investment Management Group's BMY Position: Q2 2025 in Review

Sonora Investment Management Group sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 4,647 shares — an estimated $283K sold.

Sonora Investment Management Group first reported a position in BMY in Q4 2021 and held it in 14 quarters. The position peaked at $558K in Q3 2022. 2,293 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

  • Sonora Investment Management Group reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
  • Sonora Investment Management Group sold 4,647 Bristol-Myers Squibb shares in Q2 2025, an estimated $283K.
  • Sonora Investment Management Group first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 14 quarters.
  • Sonora Investment Management Group's Bristol-Myers Squibb position peaked at $558K in Q3 2022.
  • 2,293 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Sonora Investment Management Group's 13F filing for Q2 2025, filed 17 Jul 2025.