Thrive Capital Management (Pennsylvania)’s Bristol-Myers Squibb BMY Stock Holding History

Thrive Capital Management (Pennsylvania)’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	-3,307	Closed	-$202K	–	172
2025 Q1	$202K	Buy	+3,307	New	+$193K	0.12%	111
2024 Q4	–	Sell	-4,313	Closed	-$223K	–	105
2024 Q3	$223K	Buy	+4,313	New	+$202K	0.11%	171
2024 Q2	–	Sell	-3,888	Closed	-$211K	–	184
2024 Q1	$211K	Buy	+3,888	New	+$198K	0.11%	115
2022 Q4	–	Sell	-3,510	Closed	-$250K	–	116
2022 Q3	$250K	Sell	3,510 -569	-14%	-$41.3K	0.17%	94
2022 Q2	$314K	Buy	4,079 +1,069	+36%	+$81.4K	0.22%	75
2022 Q1	$220K	Buy	+3,010	New	+$202K	0.13%	89

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

Thrive Capital Management (Pennsylvania)'s BMY Position: Q2 2025 in Review

Thrive Capital Management (Pennsylvania) sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 3,307 shares — an estimated $202K sold.

Thrive Capital Management (Pennsylvania) first reported a position in BMY in Q1 2022 and held it in 6 quarters. The position peaked at $314K in Q2 2022. 2,299 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Thrive Capital Management (Pennsylvania) reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Thrive Capital Management (Pennsylvania) sold 3,307 Bristol-Myers Squibb shares in Q2 2025, an estimated $202K.
Thrive Capital Management (Pennsylvania) first reported a position in Bristol-Myers Squibb in Q1 2022 and held it in 6 quarters.
Thrive Capital Management (Pennsylvania)'s Bristol-Myers Squibb position peaked at $314K in Q2 2022.
2,299 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2025, filed 8 Aug 2025.