Virtus Family Office’s Bristol-Myers Squibb BMY Stock Holding History

Virtus Family Office’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	-38,475	Closed	-$2.35M	–	46
2025 Q1	$2.35M	Sell	38,475 -324	-0.8%	-$18.9K	3.01%	11
2024 Q4	$2.19M	Sell	38,799 -3,624	-9%	-$202K	2.75%	13
2024 Q3	$2.19M	Sell	42,423 -286	-0.7%	-$13.4K	2.9%	13
2024 Q2	$1.77M	Buy	+42,709	New	+$1.91M	2.42%	18

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

Virtus Family Office's BMY Position: Q2 2025 in Review

Virtus Family Office sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 38,475 shares — an estimated $2.35M sold.

Virtus Family Office first reported a position in BMY in Q2 2024 and held it in 4 quarters. The position peaked at $2.35M in Q1 2025. 2,293 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Virtus Family Office reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Virtus Family Office sold 38,475 Bristol-Myers Squibb shares in Q2 2025, an estimated $2.35M.
Virtus Family Office first reported a position in Bristol-Myers Squibb in Q2 2024 and held it in 4 quarters.
Virtus Family Office's Bristol-Myers Squibb position peaked at $2.35M in Q1 2025.
2,293 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Virtus Family Office's 13F filing for Q2 2025, filed 4 Aug 2025.