Susquehanna Fundamental Investments’s Bristol-Myers Squibb BMY Stock Holding History

Susquehanna Fundamental Investments’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	-383,092	Closed	-$17.7M	–	580
2025 Q2	$17.7M	Sell	383,092 -340,063	-47%	-$16.7M	0.48%	57
2025 Q1	$44.1M	Sell	723,155 -47,535	-6%	-$2.77M	0.62%	11
2024 Q4	$43.6M	Buy	+770,690	New	+$43.1M	0.62%	7
2024 Q2	$40.4M	Buy	+972,243	New	+$43.5M	0.93%	6
2022 Q4	–	Sell	-6,163	Closed	-$438K	–	1216
2022 Q3	$438K	Buy	+6,163	New	+$447K	0.01%	1058
2020 Q4	–	Sell	-118,340	Closed	-$7.13M	–	1499
2020 Q3	$7.13M	Buy	+118,340	New	+$7.12M	0.21%	106
2020 Q2	–	Sell	-84,400	Closed	-$4.7M	–	967
2020 Q1	$4.7M	Buy	84,400 +47,400	+128%	+$2.9M	0.94%	29
2019 Q4	$2.38M	Buy	37,000 +2,600	+8%	+$149K	0.31%	107
2019 Q3	$1.74M	Sell	34,400 -122,700	-78%	-$5.77M	0.21%	139
2019 Q2	$7.12M	Buy	157,100 +34,400	+28%	+$1.6M	0.83%	28
2019 Q1	$5.85M	Buy	+122,700	New	+$6.11M	0.67%	46
2018 Q2	–	Sell	-68,000	Closed	-$4.3M	–	390
2018 Q1	$4.3M	Buy	+68,000	New	+$4.37M	0.51%	53

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

Susquehanna Fundamental Investments's BMY Position: Q3 2025 in Review

Susquehanna Fundamental Investments sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 383,092 shares — an estimated $17.7M sold.

Susquehanna Fundamental Investments first reported a position in BMY in Q1 2018 and held it in 12 quarters. The position peaked at $44.1M in Q1 2025. 2,268 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

Susquehanna Fundamental Investments reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
Susquehanna Fundamental Investments sold 383,092 Bristol-Myers Squibb shares in Q3 2025, an estimated $17.7M.
Susquehanna Fundamental Investments first reported a position in Bristol-Myers Squibb in Q1 2018 and held it in 12 quarters.
Susquehanna Fundamental Investments's Bristol-Myers Squibb position peaked at $44.1M in Q1 2025.
2,268 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q3 2025, filed 14 Nov 2025.