Total Wealth Planning & Management’s Bristol-Myers Squibb BMY Stock Holding History

Total Wealth Planning & 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	-6,700	Closed	-$409K	–	222
2025 Q1	$409K	Hold	6,700	–	–	0.39%	90
2024 Q4	$379K	Buy	+6,700	New	+$374K	0.34%	92

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

Total Wealth Planning & Management's BMY Position: Q2 2025 in Review

Total Wealth Planning & Management sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 7,358 shares — an estimated $449K sold.

Total Wealth Planning & Management first reported a position in BMY in Q4 2024 and held it in 2 quarters. The position peaked at $449K in Q1 2025. 2,292 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Total Wealth Planning & Management reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Total Wealth Planning & Management sold 7,358 Bristol-Myers Squibb shares in Q2 2025, an estimated $449K.
Total Wealth Planning & Management first reported a position in Bristol-Myers Squibb in Q4 2024 and held it in 2 quarters.
Total Wealth Planning & Management's Bristol-Myers Squibb position peaked at $449K in Q1 2025.
2,292 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.