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

Tyler-Stone 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	$249K	Sell	5,389 -30	-0.6%	-$1.47K	0.04%	293
2025 Q1	$330K	Buy	5,419 +195	+4%	+$11.4K	0.06%	241
2024 Q4	$295K	Buy	5,224 +645	+14%	+$36K	0.05%	252
2024 Q3	$237K	Buy	4,579 +2,292	+100%	+$108K	0.04%	290
2024 Q2	$95K	Hold	2,287	–	–	0.04%	294
2024 Q1	$124K	Sell	2,287 -192	-8%	-$9.78K	0.05%	246
2023 Q4	$127K	Sell	2,479 -395	-14%	-$20.7K	0.06%	232
2023 Q3	$167K	Sell	2,874 -247	-8%	-$15.1K	0.1%	176
2023 Q2	$200K	Buy	+3,121	New	+$209K	0.11%	161
2022 Q4	$234K	Hold	3,248	–	–	0.16%	130
2022 Q3	$231K	Sell	3,248 -16,272	-83%	-$1.18M	0.18%	120
2022 Q2	$1.5M	Sell	19,520 -132	-0.7%	-$10.1K	1%	24
2022 Q1	$1.44M	Buy	19,652 +403	+2%	+$27.1K	0.79%	32
2021 Q4	$1.2M	Buy	+19,249	New	+$1.13M	0.63%	35

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

Tyler-Stone Wealth Management's BMY Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 0.55% in Q2 2025, selling an estimated $1.47K and leaving 5,389 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #293.

Tyler-Stone Wealth Management first reported a position in BMY in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.5M in Q2 2022. 2,297 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Tyler-Stone Wealth Management held 5,389 shares of Bristol-Myers Squibb worth $249K as of Q2 2025.
Tyler-Stone Wealth Management sold 30 Bristol-Myers Squibb shares in Q2 2025, an estimated $1.47K.
Bristol-Myers Squibb made up 0.04% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #293 holding.
Tyler-Stone Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's Bristol-Myers Squibb position peaked at $1.5M in Q2 2022.
2,297 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.