VH
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Visionary Horizons’s Bristol-Myers Squibb BMY Stock Holding History

Visionary Horizons’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
Q3 		– Sell
-10,283
Closed -$476K – 114
2025
Q2 		$476K Sell
10,283
-140
-1% -$6.87K 0.3% 66
2025
Q1 		$636K Sell
10,423
-1,796
-15% -$105K 0.45% 40
2024
Q4 		$691K Sell
12,219
-353
-3% -$19.7K 0.45% 36
2024
Q3 		$650K Buy
12,572
+50
+0.4% +$2.35K 0.44% 39
2024
Q2 		$520K Hold
12,522
– – 0.38% 49
2024
Q1 		$605K Hold
12,522
– – 0.47% 33
2023
Q4 		$643K Buy
+12,522
New +$657K 0.52% 28

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Visionary Horizons's BMY Position: Q3 2025 in Review

Visionary Horizons sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 10,283 shares — an estimated $476K sold.

Visionary Horizons first reported a position in BMY in Q4 2023 and held it in 7 quarters. The position peaked at $691K in Q4 2024. 2,267 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

  • Visionary Horizons reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
  • Visionary Horizons sold 10,283 Bristol-Myers Squibb shares in Q3 2025, an estimated $476K.
  • Visionary Horizons first reported a position in Bristol-Myers Squibb in Q4 2023 and held it in 7 quarters.
  • Visionary Horizons's Bristol-Myers Squibb position peaked at $691K in Q4 2024.
  • 2,267 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Visionary Horizons's 13F filing for Q3 2025, filed 23 Oct 2025.