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

Udine 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	-37,328	Closed	-$2.28M	–	36
2025 Q1	$2.28M	Buy	37,328 +972	+3%	+$56.7K	1.52%	18
2024 Q4	$2.06M	Buy	36,356 +471	+1%	+$26.3K	1.32%	17
2024 Q3	$1.86M	Buy	+35,885	New	+$1.68M	1.31%	22
2024 Q2	–	Sell	-33,571	Closed	-$1.82M	–	25
2024 Q1	$1.82M	Buy	+33,571	New	+$1.71M	1.26%	21
2023 Q2	–	Sell	-18,815	Closed	-$1.3M	–	23
2023 Q1	$1.3M	Buy	+18,815	New	+$1.33M	2.01%	16

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Udine Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 37,328 shares — an estimated $2.28M sold.

Udine Wealth Management first reported a position in BMY in Q1 2023 and held it in 5 quarters. The position peaked at $2.28M in Q1 2025. 2,293 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Udine Wealth Management reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Udine Wealth Management sold 37,328 Bristol-Myers Squibb shares in Q2 2025, an estimated $2.28M.
Udine Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2023 and held it in 5 quarters.
Udine Wealth Management's Bristol-Myers Squibb position peaked at $2.28M in Q1 2025.
2,293 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Udine Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.