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Weaver Consulting Group’s Bristol-Myers Squibb BMY Stock Holding History

Weaver Consulting Group’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
Q1 		– Sell
-3,570
Closed -$202K – 225
2024
Q4 		$202K Buy
+3,570
New +$199K 0.06% 211
2024
Q2 		– Sell
-4,632
Closed -$251K – 206
2024
Q1 		$251K Buy
4,632
+200
+5% +$10.2K 0.09% 169
2023
Q4 		$227K Sell
4,432
-148
-3% -$7.77K 0.09% 177
2023
Q3 		$266K Sell
4,580
-125
-3% -$7.66K 0.12% 146
2023
Q2 		$301K Sell
4,705
-7
-0.1% -$469 0.13% 137
2023
Q1 		$327K Sell
4,712
-227
-5% -$16K 0.15% 127
2022
Q4 		$355K Sell
4,939
-635
-11% -$47.9K 0.18% 110
2022
Q3 		$396K Sell
5,574
-3
-0.1% -$218 0.23% 90
2022
Q2 		$429K Sell
5,577
-480
-8% -$36.6K 0.24% 83
2022
Q1 		$442K Hold
6,057
– – 0.21% 86
2021
Q4 		$378K Sell
6,057
-347
-5% -$20.4K 0.18% 104
2021
Q3 		$379K Buy
6,404
+264
+4% +$17.4K 0.21% 98
2021
Q2 		$410K Buy
6,140
+800
+15% +$52.2K 0.23% 90
2021
Q1 		$337K Sell
5,340
-201
-4% -$12.5K 0.21% 92
2020
Q4 		$344K Sell
5,541
-188
-3% -$11.6K 0.21% 89
2020
Q3 		$345K Sell
5,729
-279
-5% -$16.8K 0.2% 77
2020
Q2 		$353K Hold
6,008
– – 0.21% 75
2020
Q1 		$335K Buy
6,008
+102
+2% +$6.23K 0.22% 69
2019
Q4 		$300K Hold
5,906
– – 0.16% 83
2019
Q3 		$263K Buy
5,906
+200
+4% +$9.4K 0.14% 87
2019
Q2 		$259K Hold
5,706
– – 0.14% 84
2019
Q1 		$263K Buy
+5,706
New +$284K 0.07% 182

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Weaver Consulting Group's BMY Position: Q1 2025 in Review

Weaver Consulting Group sold out of Bristol-Myers Squibb (BMY) in Q1 2025, closing a stake of 3,570 shares — an estimated $202K sold.

Weaver Consulting Group first reported a position in BMY in Q1 2019 and held it in 22 quarters. The position peaked at $442K in Q1 2022. 2,485 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

  • Weaver Consulting Group reported no remaining Bristol-Myers Squibb position as of Q1 2025 after selling out during the quarter.
  • Weaver Consulting Group sold 3,570 Bristol-Myers Squibb shares in Q1 2025, an estimated $202K.
  • Weaver Consulting Group first reported a position in Bristol-Myers Squibb in Q1 2019 and held it in 22 quarters.
  • Weaver Consulting Group's Bristol-Myers Squibb position peaked at $442K in Q1 2022.
  • 2,485 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Weaver Consulting Group's 13F filing for Q1 2025, filed 28 Apr 2025.