TWM
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Thrive Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Thrive Wealth 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
Q4 		– Sell
-4,460
Closed -$201K – 242
2025
Q3 		$201K Sell
4,460
-887
-17% -$41.4K 0.03% 236
2025
Q2 		$248K Sell
5,347
-528
-9% -$25.9K 0.04% 204
2025
Q1 		$358K Buy
5,875
+232
+4% +$13.5K 0.07% 143
2024
Q4 		$319K Buy
5,643
+1,243
+28% +$69.5K 0.06% 148
2024
Q3 		$228K Buy
+4,400
New +$206K 0.04% 201
2024
Q2 		– Sell
-4,396
Closed -$238K – 219
2024
Q1 		$238K Sell
4,396
-558
-11% -$28.4K 0.05% 186
2023
Q4 		$254K Sell
4,954
-686
-12% -$36K 0.06% 160
2023
Q3 		$327K Buy
5,640
+764
+16% +$46.8K 0.09% 119
2023
Q2 		$312K Sell
4,876
-515
-10% -$34.5K 0.08% 131
2023
Q1 		$374K Sell
5,391
-496
-8% -$35K 0.1% 118
2022
Q4 		$424K Buy
5,887
+609
+12% +$45.9K 0.12% 101
2022
Q3 		$375K Sell
5,278
-36
-0.7% -$2.61K 0.13% 99
2022
Q2 		$409K Buy
5,314
+1,133
+27% +$86.3K 0.14% 90
2022
Q1 		$305K Buy
4,181
+628
+18% +$42.2K 0.09% 124
2021
Q4 		$222K Buy
+3,553
New +$208K 0.08% 133

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Thrive Wealth Management's BMY Position: Q4 2025 in Review

Thrive Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 4,460 shares — an estimated $201K sold.

Thrive Wealth Management first reported a position in BMY in Q4 2021 and held it in 15 quarters. The position peaked at $424K in Q4 2022. 2,454 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

  • Thrive Wealth Management reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
  • Thrive Wealth Management sold 4,460 Bristol-Myers Squibb shares in Q4 2025, an estimated $201K.
  • Thrive Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 15 quarters.
  • Thrive Wealth Management's Bristol-Myers Squibb position peaked at $424K in Q4 2022.
  • 2,454 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Thrive Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.