Towercrest Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Towercrest Capital 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	-3,502	Closed	-$214K	–	90
2025 Q1	$214K	Sell	3,502 -255	-7%	-$14.9K	0.04%	87
2024 Q4	$212K	Buy	+3,757	New	+$210K	0.03%	98
2024 Q2	–	Sell	-4,505	Closed	-$244K	–	108
2024 Q1	$244K	Sell	4,505 -805	-15%	-$41K	0.04%	97
2023 Q4	$272K	Hold	5,310	–	–	0.05%	90
2023 Q3	$308K	Sell	5,310 -31	-0.6%	-$1.9K	0.06%	84
2023 Q2	$342K	Buy	5,341 +1,034	+24%	+$69.3K	0.06%	82
2023 Q1	$299K	Hold	4,307	–	–	0.06%	77
2022 Q4	$310K	Hold	4,307	–	–	0.07%	72
2022 Q3	$306K	Hold	4,307	–	–	0.07%	70
2022 Q2	$332K	Hold	4,307	–	–	0.07%	69
2022 Q1	$315K	Hold	4,307	–	–	0.06%	77
2021 Q4	$269K	Hold	4,307	–	–	0.05%	83
2021 Q3	$255K	Hold	4,307	–	–	0.05%	85
2021 Q2	$288K	Sell	4,307 -183	-4%	-$11.9K	0.06%	74
2021 Q1	$283K	Buy	+4,490	New	+$279K	0.06%	75
2020 Q3	–	Sell	-6,116	Closed	-$360K	–	80
2020 Q2	$360K	Sell	6,116 -9	-0.1%	-$538	0.09%	61
2020 Q1	$341K	Sell	6,125 -46	-0.7%	-$2.81K	0.1%	59
2019 Q4	$397K	Buy	6,171 +881	+17%	+$50.5K	0.1%	57
2019 Q3	$268K	Hold	5,290	–	–	0.07%	63
2019 Q2	$239K	Buy	+5,290	New	+$246K	0.07%	65

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 $3.37T AUM 44.26% 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

Towercrest Capital Management's BMY Position: Q2 2025 in Review

Towercrest Capital Management sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 3,502 shares — an estimated $214K sold.

Towercrest Capital Management first reported a position in BMY in Q2 2019 and held it in 20 quarters. The position peaked at $397K in Q4 2019. 2,298 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Towercrest Capital Management reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Towercrest Capital Management sold 3,502 Bristol-Myers Squibb shares in Q2 2025, an estimated $214K.
Towercrest Capital Management first reported a position in Bristol-Myers Squibb in Q2 2019 and held it in 20 quarters.
Towercrest Capital Management's Bristol-Myers Squibb position peaked at $397K in Q4 2019.
2,298 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Towercrest Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.