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

TriaGen 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 Q2	–	Sell	-3,499	Closed	-$213K	–	176
2025 Q1	$213K	Sell	3,499 -152	-4%	-$8.86K	0.08%	155
2024 Q4	$207K	Buy	+3,651	New	+$204K	0.07%	161
2023 Q4	–	Sell	-3,820	Closed	-$222K	–	163
2023 Q3	$222K	Sell	3,820 -5	-0.1%	-$306	0.11%	139
2023 Q2	$245K	Hold	3,825	–	–	0.11%	149
2023 Q1	$265K	Hold	3,825	–	–	0.13%	134
2022 Q4	$275K	Hold	3,825	–	–	0.15%	136
2022 Q3	$272K	Sell	3,825 -23,393	-86%	-$1.7M	0.15%	132
2022 Q2	$2.1M	Sell	27,218 -302	-1%	-$23K	1.49%	17
2022 Q1	$2.01M	Buy	27,520 +23,545	+592%	+$1.58M	1.04%	27
2021 Q4	$248K	Buy	+3,975	New	+$233K	0.12%	159
2021 Q3	–	Sell	-4,641	Closed	-$315K	–	180
2021 Q2	$315K	Sell	4,641 -3,491	-43%	-$228K	0.16%	144
2021 Q1	$513K	Hold	8,132	–	–	0.29%	93
2020 Q4	$504K	Buy	+8,132	New	+$500K	0.3%	94

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

TriaGen Wealth Management's BMY Position: Q2 2025 in Review

TriaGen Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 3,499 shares — an estimated $213K sold.

TriaGen Wealth Management first reported a position in BMY in Q4 2020 and held it in 13 quarters. The position peaked at $2.1M in Q2 2022. 2,297 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

TriaGen Wealth Management reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
TriaGen Wealth Management sold 3,499 Bristol-Myers Squibb shares in Q2 2025, an estimated $213K.
TriaGen Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 13 quarters.
TriaGen Wealth Management's Bristol-Myers Squibb position peaked at $2.1M in Q2 2022.
2,297 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on TriaGen Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.