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Watts Gwilliam & Co’s Bristol-Myers Squibb BMY Stock Holding History

Watts Gwilliam & Co’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 		$234K Hold
5,191
– – 0.04% 199
2025
Q2 		$237K Buy
5,191
+95
+2% +$4.66K 0.04% 194
2025
Q1 		$311K Buy
5,096
+36
+0.7% +$2.1K 0.07% 156
2024
Q4 		$289K Sell
5,060
-60
-1% -$3.35K 0.06% 165
2024
Q3 		$269K Buy
+5,120
New +$240K 0.06% 167

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

Watts Gwilliam & Co's BMY Position: Q3 2025 in Review

Watts Gwilliam & Co held its Bristol-Myers Squibb (BMY) position steady in Q3 2025 at 5,191 shares worth $234K. The position accounts for 0.04% of the portfolio, ranked #199.

Watts Gwilliam & Co first reported a position in BMY in Q3 2024 and has held it in 5 quarters since. The position peaked at $311K in Q1 2025. 2,267 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

  • Watts Gwilliam & Co held 5,191 shares of Bristol-Myers Squibb worth $234K as of Q3 2025.
  • Watts Gwilliam & Co left its Bristol-Myers Squibb share count unchanged in Q3 2025.
  • Bristol-Myers Squibb made up 0.04% of Watts Gwilliam & Co's portfolio in Q3 2025, its #199 holding.
  • Watts Gwilliam & Co first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 5 quarters since.
  • Watts Gwilliam & Co's Bristol-Myers Squibb position peaked at $311K in Q1 2025.
  • 2,267 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.