St. Clair Advisors’s Bristol-Myers Squibb BMY Stock Holding History

St. Clair 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 Q3	–	Sell	-6,000	Closed	-$278K	–	80
2025 Q2	$278K	Hold	6,000	–	–	0.07%	73
2025 Q1	$366K	Hold	6,000	–	–	0.1%	69
2024 Q4	$339K	Sell	6,000 -4,800	-44%	-$268K	0.1%	70
2024 Q3	$559K	Sell	10,800 -2,760	-20%	-$129K	0.16%	60
2024 Q2	$563K	Hold	13,560	–	–	0.18%	57
2024 Q1	$735K	Hold	13,560	–	–	0.24%	49
2023 Q4	$696K	Sell	13,560 -10,573	-44%	-$555K	0.24%	54
2023 Q3	$1.4M	Hold	24,133	–	–	0.55%	30
2023 Q2	$1.54M	Buy	24,133 +693	+3%	+$46.5K	0.6%	29
2023 Q1	$1.62M	Buy	23,440 +5,724	+32%	+$404K	0.71%	26
2022 Q4	$1.27M	Buy	17,716 +7,646	+76%	+$577K	0.8%	20
2022 Q3	$716K	Buy	10,070 +300	+3%	+$21.8K	0.57%	18
2022 Q2	$752K	Hold	9,770	–	–	0.61%	19
2022 Q1	$714K	Hold	9,770	–	–	0.48%	20
2021 Q4	$609K	Buy	9,770 +137	+1%	+$8.04K	0.35%	28
2021 Q3	$570K	Buy	9,633 +2,563	+36%	+$169K	0.4%	23
2021 Q2	$472K	Hold	7,070	–	–	0.35%	24
2021 Q1	$446K	Sell	7,070 -108	-2%	-$6.72K	0.36%	23
2020 Q4	$445K	Buy	+7,178	New	+$441K	0.42%	25

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

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

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

St. Clair Advisors's BMY Position: Q3 2025 in Review

St. Clair Advisors sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 6,000 shares — an estimated $278K sold.

St. Clair Advisors first reported a position in BMY in Q4 2020 and held it in 19 quarters. The position peaked at $1.62M in Q1 2023. 2,267 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

St. Clair Advisors reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
St. Clair Advisors sold 6,000 Bristol-Myers Squibb shares in Q3 2025, an estimated $278K.
St. Clair Advisors first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 19 quarters.
St. Clair Advisors's Bristol-Myers Squibb position peaked at $1.62M in Q1 2023.
2,267 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on St. Clair Advisors's 13F filing for Q3 2025, filed 3 Oct 2025.