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Talon Private Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Talon Private Wealth’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 		$43.2K Buy
+934
New +$45.8K 0.01% 208
2025
Q1 		– Sell
-14,423
Closed -$816K – 193
2024
Q4 		$816K Buy
14,423
+9,166
+174% +$512K 0.17% 65
2024
Q3 		$272K Buy
+5,257
New +$247K 0.06% 76

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

Talon Private Wealth's BMY Position: Q2 2025 in Review

Talon Private Wealth opened a new position in Bristol-Myers Squibb (BMY) in Q2 2025: 934 shares worth $43.2K. The stake represents 0.01% of the portfolio and ranks #208 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in BMY as recently as Q4 2024.

Talon Private Wealth first reported a position in BMY in Q3 2024 and has held it in 3 quarters since. The position peaked at $816K in Q4 2024. 2,292 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

  • Talon Private Wealth held 934 shares of Bristol-Myers Squibb worth $43.2K as of Q2 2025.
  • Bristol-Myers Squibb was a new Talon Private Wealth position in Q2 2025.
  • Bristol-Myers Squibb made up 0.01% of Talon Private Wealth's portfolio in Q2 2025, its #208 holding.
  • Talon Private Wealth first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 3 quarters since.
  • Talon Private Wealth's Bristol-Myers Squibb position peaked at $816K in Q4 2024.
  • 2,292 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Talon Private Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.