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

SRH 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 Q1	–	Sell	-37	Closed	-$2.09K	–	274
2024 Q4	$2.09K	Hold	37	–	–	﹤0.01%	267
2024 Q3	$1.91K	Hold	37	–	–	﹤0.01%	273
2024 Q2	$1.54K	Sell	37 -38	-51%	-$1.7K	﹤0.01%	280
2024 Q1	$4.07K	Hold	75	–	–	﹤0.01%	268
2023 Q4	$3.85K	Sell	75 -500	-87%	-$26.2K	﹤0.01%	269
2023 Q3	$33.4K	Hold	575	–	–	0.02%	139
2023 Q2	$39.9K	Hold	575	–	–	0.02%	126
2023 Q1	$40K	Hold	575	–	–	0.02%	125
2022 Q4	$41K	Hold	575	–	–	0.02%	124
2022 Q3	$41K	Hold	575	–	–	0.05%	128
2022 Q2	$44K	Sell	575 -500	-47%	-$38.1K	0.05%	125
2022 Q1	$79K	Hold	1,075	–	–	0.09%	103
2021 Q4	$67K	Hold	1,075	–	–	0.08%	117
2021 Q3	$64K	Hold	1,075	–	–	0.08%	112
2021 Q2	$72K	Hold	1,075	–	–	0.09%	100
2021 Q1	$68K	Hold	1,075	–	–	0.1%	94
2020 Q4	$67K	Sell	1,075 -20	-2%	-$1.23K	0.11%	88
2020 Q3	$66K	Buy	1,095 +1,000	+1,053%	+$60.2K	0.13%	84
2020 Q2	$6K	Sell	95 -75	-44%	-$4.49K	0.01%	195
2020 Q1	$9K	Hold	170	–	–	0.03%	159
2019 Q4	$11K	Buy	170 +20	+13%	+$1.15K	0.04%	160
2019 Q3	$8K	Hold	150	–	–	0.03%	171
2019 Q2	$7K	Hold	150	–	–	0.02%	184
2019 Q1	$7K	Hold	150	–	–	0.02%	174
2018 Q4	$8K	Sell	150 -75	-33%	-$4.03K	0.03%	167
2018 Q3	$14K	Hold	225	–	–	0.05%	151
2018 Q2	$12K	Hold	225	–	–	0.05%	153
2018 Q1	$14K	Hold	225	–	–	0.06%	128
2017 Q4	$14K	Hold	225	–	–	0.06%	124
2017 Q3	$14K	Hold	225	–	–	0.06%	119
2017 Q2	$13K	Hold	225	–	–	0.06%	101
2017 Q1	$12K	Hold	225	–	–	0.06%	102
2016 Q4	$13K	Hold	225	–	–	0.06%	97
2016 Q3	$12K	Hold	225	–	–	0.06%	97
2016 Q2	$17K	Sell	225 -75	-25%	-$5.3K	0.09%	85
2016 Q1	$19K	Hold	300	–	–	0.1%	85
2015 Q4	$21K	Hold	300	–	–	0.12%	81
2015 Q3	$18K	Hold	300	–	–	0.11%	83
2015 Q2	$20K	Hold	300	–	–	0.13%	79
2015 Q1	$19K	Hold	300	–	–	0.13%	72
2014 Q4	$18K	Hold	300	–	–	0.12%	77
2014 Q3	$15K	Hold	300	–	–	0.12%	78
2014 Q2	$15K	Hold	300	–	–	0.12%	78
2014 Q1	$16K	Hold	300	–	–	0.13%	75
2013 Q4	$16K	Buy	+300	New	+$15.3K	0.16%	74

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SRH Advisors's BMY Position: Q1 2025 in Review

SRH Advisors sold out of Bristol-Myers Squibb (BMY) in Q1 2025, closing a stake of 37 shares — an estimated $2.09K sold.

SRH Advisors first reported a position in BMY in Q4 2013 and held it in 45 quarters. The position peaked at $79K in Q1 2022. 2,485 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

SRH Advisors reported no remaining Bristol-Myers Squibb position as of Q1 2025 after selling out during the quarter.
SRH Advisors sold 37 Bristol-Myers Squibb shares in Q1 2025, an estimated $2.09K.
SRH Advisors first reported a position in Bristol-Myers Squibb in Q4 2013 and held it in 45 quarters.
SRH Advisors's Bristol-Myers Squibb position peaked at $79K in Q1 2022.
2,485 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on SRH Advisors's 13F filing for Q1 2025, filed 5 May 2025.