Synergy Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Synergy Asset Management’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	-6,510	Closed	-$397K	–	189
2025 Q1	$397K	Buy	6,510 +2,175	+50%	+$127K	0.05%	126
2024 Q4	$246K	Buy	+4,335	New	+$242K	0.02%	182
2024 Q2	–	Sell	-52,578	Closed	-$2.85M	–	144
2024 Q1	$2.85M	Sell	52,578 -1,669	-3%	-$85K	0.48%	58
2023 Q4	$2.78M	Sell	54,247 -2,919	-5%	-$153K	0.5%	62
2023 Q3	$3.32M	Buy	57,166 +2,379	+4%	+$146K	0.66%	46
2023 Q2	$3.5M	Buy	+54,787	New	+$3.67M	0.87%	44

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Synergy Asset Management's BMY Position: Q2 2025 in Review

Synergy Asset Management sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 6,510 shares — an estimated $397K sold.

Synergy Asset Management first reported a position in BMY in Q2 2023 and held it in 6 quarters. The position peaked at $3.5M in Q2 2023. 2,299 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Synergy Asset Management reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Synergy Asset Management sold 6,510 Bristol-Myers Squibb shares in Q2 2025, an estimated $397K.
Synergy Asset Management first reported a position in Bristol-Myers Squibb in Q2 2023 and held it in 6 quarters.
Synergy Asset Management's Bristol-Myers Squibb position peaked at $3.5M in Q2 2023.
2,299 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Synergy Asset Management's 13F filing for Q2 2025, filed 21 Jul 2025.