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Strategic Global Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Strategic Global 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
Q2 		– Sell
-40,222
Closed -$2.45M – 143
2025
Q1 		$2.45M Sell
40,222
-60,594
-60% -$3.53M 0.49% 63
2024
Q4 		$5.7M Buy
100,816
+4,156
+4% +$232K 1.04% 27
2024
Q3 		$5M Sell
96,660
-1,041
-1% -$48.8K 0.99% 32
2024
Q2 		$4.06M Sell
97,701
-1,644
-2% -$73.6K 0.85% 38
2024
Q1 		$5.39M Sell
99,345
-2,730
-3% -$139K 1.16% 25
2023
Q4 		$5.24M Sell
102,075
-70,391
-41% -$3.69M 1.2% 23
2023
Q3 		$10M Sell
172,466
-8,529
-5% -$523K 1.67% 14
2023
Q2 		$11.6M Sell
180,995
-13,040
-7% -$874K 1.78% 12
2023
Q1 		$13.4M Sell
194,035
-16,759
-8% -$1.18M 2.16% 8
2022
Q4 		$15.2M Sell
210,794
-7,557
-3% -$570K 2.43% 7
2022
Q3 		$15.5M Buy
218,351
+366
+0.2% +$26.6K 2.59% 4
2022
Q2 		$16.8M Buy
217,985
+81,651
+60% +$6.22M 2.56% 4
2022
Q1 		$9.96M Buy
136,334
+4,275
+3% +$287K 1.45% 17
2021
Q4 		$8.23M Buy
132,059
+10,652
+9% +$625K 1.06% 31
2021
Q3 		$7.18M Buy
121,407
+75,221
+163% +$4.95M 1.05% 31
2021
Q2 		$3.09M Buy
+46,186
New +$3.01M 0.56% 55

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Global Advisors's BMY Position: Q2 2025 in Review

Strategic Global Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 40,222 shares — an estimated $2.45M sold.

Strategic Global Advisors first reported a position in BMY in Q2 2021 and held it in 16 quarters. The position peaked at $16.8M in Q2 2022. 2,292 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

  • Strategic Global Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
  • Strategic Global Advisors sold 40,222 Bristol-Myers Squibb shares in Q2 2025, an estimated $2.45M.
  • Strategic Global Advisors first reported a position in Bristol-Myers Squibb in Q2 2021 and held it in 16 quarters.
  • Strategic Global Advisors's Bristol-Myers Squibb position peaked at $16.8M in Q2 2022.
  • 2,292 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Strategic Global Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.