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Tranquilli Financial Advisor’s Bristol-Myers Squibb BMY Stock Holding History

Tranquilli Financial Advisor’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
Q1 		– Sell
-5,194
Closed -$294K – 111
2024
Q4 		$294K Buy
5,194
+6
+0.1% +$335 0.19% 88
2024
Q3 		$268K Buy
5,188
+32
+0.6% +$1.5K 0.17% 91
2024
Q2 		$213K Sell
5,156
-6
-0.1% -$268 0.14% 100
2024
Q1 		$280K Buy
5,162
+358
+7% +$18.2K 0.19% 89
2023
Q4 		$246K Sell
4,804
-910
-16% -$47.8K 0.17% 86
2023
Q3 		$332K Buy
5,714
+157
+3% +$9.62K 0.24% 72
2023
Q2 		$355K Sell
5,557
-304
-5% -$20.4K 0.25% 69
2023
Q1 		$406K Buy
5,861
+313
+6% +$22.1K 0.3% 60
2022
Q4 		$399K Buy
5,548
+55
+1% +$4.15K 0.3% 54
2022
Q3 		$390K Buy
5,493
+28
+0.5% +$2.03K 0.31% 39
2022
Q2 		$421K Buy
5,465
+579
+12% +$44.1K 0.32% 32
2022
Q1 		$357K Buy
4,886
+292
+6% +$19.6K 0.25% 57
2021
Q4 		$286K Sell
4,594
-50
-1% -$2.93K 0.2% 72
2021
Q3 		$275K Hold
4,644
– – 0.21% 68
2021
Q2 		$310K Hold
4,644
– – 0.23% 60
2021
Q1 		$293K Buy
4,644
+268
+6% +$16.7K 0.24% 59
2020
Q4 		$271K Buy
+4,376
New +$269K 0.25% 60

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tranquilli Financial Advisor's BMY Position: Q1 2025 in Review

Tranquilli Financial Advisor sold out of Bristol-Myers Squibb (BMY) in Q1 2025, closing a stake of 5,194 shares — an estimated $294K sold.

Tranquilli Financial Advisor first reported a position in BMY in Q4 2020 and held it in 17 quarters. The position peaked at $421K in Q2 2022. 2,485 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

  • Tranquilli Financial Advisor reported no remaining Bristol-Myers Squibb position as of Q1 2025 after selling out during the quarter.
  • Tranquilli Financial Advisor sold 5,194 Bristol-Myers Squibb shares in Q1 2025, an estimated $294K.
  • Tranquilli Financial Advisor first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 17 quarters.
  • Tranquilli Financial Advisor's Bristol-Myers Squibb position peaked at $421K in Q2 2022.
  • 2,485 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2025, filed 12 May 2025.