Stephens Consulting’s Bristol-Myers Squibb BMY Stock Holding History

Stephens Consulting’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	-39	Closed	-$1.81K	–	499
2025 Q2	$1.81K	Sell	39 -257	-87%	-$12.6K	﹤0.01%	517
2025 Q1	$18.1K	Hold	296	–	–	﹤0.01%	266
2024 Q4	$16.7K	Sell	296 -2,500	-89%	-$140K	﹤0.01%	294
2024 Q3	$145K	Hold	2,796	–	–	0.04%	115
2024 Q2	$116K	Hold	2,796	–	–	0.03%	125
2024 Q1	$152K	Hold	2,796	–	–	0.05%	96
2023 Q4	$143K	Hold	2,796	–	–	0.05%	95
2023 Q3	$162K	Sell	2,796 -113	-4%	-$6.92K	0.07%	83
2023 Q2	$186K	Hold	2,909	–	–	0.07%	77
2023 Q1	$202K	Hold	2,909	–	–	0.12%	78
2022 Q4	$209K	Hold	2,909	–	–	0.14%	70
2022 Q3	$207K	Hold	2,909	–	–	0.19%	69
2022 Q2	$224K	Sell	2,909 -50	-2%	-$3.81K	0.18%	64
2022 Q1	$216K	Sell	2,959 -61	-2%	-$4.1K	0.18%	75
2021 Q4	$188K	Buy	+3,020	New	+$177K	0.16%	102

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stephens Consulting's BMY Position: Q3 2025 in Review

Stephens Consulting sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 39 shares — an estimated $1.81K sold.

Stephens Consulting first reported a position in BMY in Q4 2021 and held it in 15 quarters. The position peaked at $224K in Q2 2022. 2,274 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

Stephens Consulting reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 39 Bristol-Myers Squibb shares in Q3 2025, an estimated $1.81K.
Stephens Consulting first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 15 quarters.
Stephens Consulting's Bristol-Myers Squibb position peaked at $224K in Q2 2022.
2,274 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.