SoundView Advisors’s Bristol-Myers Squibb BMY Stock Holding History

SoundView Advisors’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	-3,792	Closed	-$231K	–	36
2025 Q1	$231K	Hold	3,792	–	–	0.1%	32
2024 Q4	$214K	Buy	+3,792	New	+$212K	0.09%	32

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

SoundView Advisors's BMY Position: Q2 2025 in Review

SoundView Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 3,792 shares — an estimated $231K sold.

SoundView Advisors first reported a position in BMY in Q4 2024 and held it in 2 quarters. The position peaked at $231K in Q1 2025. 2,292 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

SoundView Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
SoundView Advisors sold 3,792 Bristol-Myers Squibb shares in Q2 2025, an estimated $231K.
SoundView Advisors first reported a position in Bristol-Myers Squibb in Q4 2024 and held it in 2 quarters.
SoundView Advisors's Bristol-Myers Squibb position peaked at $231K in Q1 2025.
2,292 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on SoundView Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.