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Trifecta Capital Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Trifecta Capital Advisors’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
Q4 		– Sell
-38
Closed -$1.71K – 280
2025
Q3 		$1.71K Sell
38
-500
-93% -$23.4K ﹤0.01% 359
2025
Q2 		$24.9K Buy
+538
New +$26.4K ﹤0.01% 205
2024
Q3 		– Sell
-59
Closed -$2.45K – 413
2024
Q2 		$2.45K Hold
59
– – ﹤0.01% 288
2024
Q1 		$3.2K Sell
59
-35
-37% -$1.78K ﹤0.01% 260
2023
Q4 		$4.82K Sell
94
-34,751
-100% -$1.82M ﹤0.01% 252
2023
Q3 		$2.02M Sell
34,845
-2,277
-6% -$140K 0.65% 44
2023
Q2 		$2.37M Buy
37,122
+3,350
+10% +$225K 0.76% 40
2023
Q1 		$2.34M Buy
33,772
+670
+2% +$47.3K 0.82% 40
2022
Q4 		$2.38M Buy
+33,102
New +$2.5M 0.95% 34

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Trifecta Capital Advisors's BMY Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 38 shares — an estimated $1.71K sold.

Trifecta Capital Advisors first reported a position in BMY in Q4 2022 and held it in 9 quarters. The position peaked at $2.38M in Q4 2022. 2,448 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

  • Trifecta Capital Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 38 Bristol-Myers Squibb shares in Q4 2025, an estimated $1.71K.
  • Trifecta Capital Advisors first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 9 quarters.
  • Trifecta Capital Advisors's Bristol-Myers Squibb position peaked at $2.38M in Q4 2022.
  • 2,448 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.