Tri Locum Partners’s Bristol-Myers Squibb BMY Stock Holding History

Tri Locum Partners’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	-355,366	Closed	-$20.1M	–	25
2024 Q4	$20.1M	Buy	+355,366	New	+$19.9M	4.16%	10
2022 Q2	–	Sell	-122,817	Closed	-$8.97M	–	53
2022 Q1	$8.97M	Buy	+122,817	New	+$8.25M	3.5%	12
2021 Q2	–	Sell	-390,992	Closed	-$24.7M	–	34
2021 Q1	$24.7M	Buy	390,992 +386,795	+9,216%	+$24.1M	6.12%	8
2020 Q4	$260K	Buy	+4,197	New	+$258K	0.09%	56

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Tri Locum Partners's BMY Position: Q1 2025 in Review

Tri Locum Partners sold out of Bristol-Myers Squibb (BMY) in Q1 2025, closing a stake of 355,366 shares — an estimated $20.1M sold.

Tri Locum Partners first reported a position in BMY in Q4 2020 and held it in 4 quarters. The position peaked at $24.7M in Q1 2021. 2,477 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

Tri Locum Partners reported no remaining Bristol-Myers Squibb position as of Q1 2025 after selling out during the quarter.
Tri Locum Partners sold 355,366 Bristol-Myers Squibb shares in Q1 2025, an estimated $20.1M.
Tri Locum Partners first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 4 quarters.
Tri Locum Partners's Bristol-Myers Squibb position peaked at $24.7M in Q1 2021.
2,477 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Tri Locum Partners's 13F filing for Q1 2025, filed 14 May 2025.