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SS&H Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

SS&H Financial 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
Q4 		$3.74M Buy
69,350
+13,450
+24% +$647K 1.09% 22
2025
Q3 		$2.52M Buy
55,900
+2,900
+5% +$135K 0.77% 36
2025
Q2 		$2.45M Sell
53,000
-900
-2% -$44.2K 0.82% 36
2025
Q1 		$3.29M Hold
53,900
– – 1.23% 20
2024
Q4 		$3.05M Buy
53,900
+5,025
+10% +$281K 1.11% 21
2024
Q3 		$2.53M Buy
48,875
+1,750
+4% +$82.1K 0.92% 32
2024
Q2 		$1.96M Sell
47,125
-1,000
-2% -$44.7K 0.76% 38
2024
Q1 		$2.61M Buy
48,125
+500
+1% +$25.5K 1.09% 26
2023
Q4 		$2.44M Buy
47,625
+5,372
+13% +$282K 1.04% 27
2023
Q3 		$2.45M Buy
+42,253
New +$2.59M 1.15% 22
2023
Q1 		$3.13M Sell
45,175
-800
-2% -$56.4K 1.43% 19
2022
Q4 		$3.31M Hold
45,975
– – 1.58% 17
2022
Q3 		$3.27M Hold
45,975
– – 1.69% 17
2022
Q2 		$3.54M Buy
45,975
+1,425
+3% +$109K 1.64% 16
2022
Q1 		$3.25M Buy
+44,550
New +$2.99M 1.27% 23

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

SS&H Financial Advisors's BMY Position: Q4 2025 in Review

SS&H Financial Advisors increased its Bristol-Myers Squibb (BMY) stake by 24% in Q4 2025, buying an estimated $647K and bringing the position to 69,350 shares worth $3.74M. The position accounts for 1.09% of the portfolio, ranked #22.

SS&H Financial Advisors first reported a position in BMY in Q1 2022 and has held it in 15 quarters since. 2,447 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

  • SS&H Financial Advisors held 69,350 shares of Bristol-Myers Squibb worth $3.74M as of Q4 2025.
  • SS&H Financial Advisors bought 13,450 Bristol-Myers Squibb shares in Q4 2025, an estimated $647K.
  • Bristol-Myers Squibb made up 1.09% of SS&H Financial Advisors's portfolio in Q4 2025, its #22 holding.
  • SS&H Financial Advisors first reported a position in Bristol-Myers Squibb in Q1 2022 and has held it in 15 quarters since.
  • 2,447 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.