TFB Advisors’s Bristol-Myers Squibb BMY Stock Holding History

TFB 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	-4,791	Closed	-$292K	–	336
2025 Q1	$292K	Buy	4,791 +4	+0.1%	+$233	0.08%	254
2024 Q4	$271K	Buy	4,787 +621	+15%	+$34.7K	0.08%	258
2024 Q3	$216K	Buy	+4,166	New	+$195K	0.06%	298

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFB Advisors's BMY Position: Q2 2025 in Review

TFB Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 4,791 shares — an estimated $292K sold.

TFB Advisors first reported a position in BMY in Q3 2024 and held it in 3 quarters. The position peaked at $292K in Q1 2025. 2,293 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

TFB Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
TFB Advisors sold 4,791 Bristol-Myers Squibb shares in Q2 2025, an estimated $292K.
TFB Advisors first reported a position in Bristol-Myers Squibb in Q3 2024 and held it in 3 quarters.
TFB Advisors's Bristol-Myers Squibb position peaked at $292K in Q1 2025.
2,293 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on TFB Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.