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Stiles Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

Stiles Financial Services’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 		– Sell
-13,616
Closed -$614K – 173
2025
Q3 		$614K Sell
13,616
-4,462
-25% -$208K 0.19% 107
2025
Q2 		$837K Sell
18,078
-2,527
-12% -$124K 0.29% 87
2025
Q1 		$1.26M Sell
20,605
-4,643
-18% -$271K 0.48% 67
2024
Q4 		$1.43M Buy
25,248
+501
+2% +$28K 0.52% 61
2024
Q3 		$1.28M Buy
24,747
+222
+0.9% +$10.4K 0.45% 71
2024
Q2 		$1.02M Buy
24,525
+1,809
+8% +$80.9K 0.39% 75
2024
Q1 		$1.23M Buy
22,716
+8,267
+57% +$421K 0.49% 68
2023
Q4 		$741K Buy
14,449
+5,011
+53% +$263K 0.34% 79
2023
Q3 		$548K Buy
9,438
+2,951
+45% +$181K 0.28% 97
2023
Q2 		$415K Buy
6,487
+1,129
+21% +$75.7K 0.21% 117
2023
Q1 		$371K Buy
5,358
+175
+3% +$12.3K 0.2% 120
2022
Q4 		$373K Buy
5,183
+22
+0.4% +$1.66K 0.21% 119
2022
Q3 		$367K Sell
5,161
-121
-2% -$8.78K 0.22% 111
2022
Q2 		$407K Sell
5,282
-1,086
-17% -$82.7K 0.24% 105
2022
Q1 		$465K Buy
6,368
+141
+2% +$9.47K 0.23% 107
2021
Q4 		$388K Buy
+6,227
New +$365K 0.19% 122

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Stiles Financial Services's BMY Position: Q4 2025 in Review

Stiles Financial Services sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 13,616 shares — an estimated $614K sold.

Stiles Financial Services first reported a position in BMY in Q4 2021 and held it in 16 quarters. The position peaked at $1.43M in Q4 2024. 2,454 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

  • Stiles Financial Services reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
  • Stiles Financial Services sold 13,616 Bristol-Myers Squibb shares in Q4 2025, an estimated $614K.
  • Stiles Financial Services first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 16 quarters.
  • Stiles Financial Services's Bristol-Myers Squibb position peaked at $1.43M in Q4 2024.
  • 2,454 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Stiles Financial Services's 13F filing for Q4 2025, filed 3 Feb 2026.