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

TruNorth 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
Q4 		– Sell
-582
Closed -$26.2K – 150
2025
Q3 		$26.2K Hold
582
– – 0.01% 262
2025
Q2 		$26.9K Sell
582
-1,093
-65% -$53.7K 0.01% 219
2025
Q1 		$102K Buy
1,675
+1,093
+188% +$63.7K 0.03% 139
2024
Q4 		$32.9K Sell
582
-2
-0.3% -$112 0.01% 190
2024
Q3 		$30.2K Hold
584
– – 0.01% 192
2024
Q2 		$24.3K Buy
584
+2
+0.3% +$89 0.01% 187
2024
Q1 		$31.6K Buy
+582
New +$29.6K 0.01% 126

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

TruNorth Capital Management's BMY Position: Q4 2025 in Review

TruNorth Capital Management sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 582 shares — an estimated $26.2K sold.

TruNorth Capital Management first reported a position in BMY in Q1 2024 and held it in 7 quarters. The position peaked at $102K in Q1 2025. 2,451 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

  • TruNorth Capital Management reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 582 Bristol-Myers Squibb shares in Q4 2025, an estimated $26.2K.
  • TruNorth Capital Management first reported a position in Bristol-Myers Squibb in Q1 2024 and held it in 7 quarters.
  • TruNorth Capital Management's Bristol-Myers Squibb position peaked at $102K in Q1 2025.
  • 2,451 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.