WESPAC Advisors’s Bristol-Myers Squibb BMY Stock Holding History

WESPAC Advisors’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	-11,446	Closed	-$530K	–	181
2025 Q2	$530K	Sell	11,446 -4,116	-26%	-$202K	0.37%	106
2025 Q1	$949K	Buy	+15,562	New	+$907K	0.77%	40
2020 Q3	–	Sell	-26,391	Closed	-$1.55M	–	90
2020 Q2	$1.55M	Sell	26,391 -1,485	-5%	-$88.8K	1.76%	16
2020 Q1	$1.55M	Sell	27,876 -2,535	-8%	-$155K	3.73%	10
2019 Q4	$1.95M	Buy	+30,411	New	+$1.74M	1.91%	19
2015 Q3	–	Sell	-14,324	Closed	-$953K	–	71
2015 Q2	$953K	Buy	+14,324	New	+$944K	0.72%	55
2014 Q1	–	Sell	-17,271	Closed	-$918K	–	136
2013 Q4	$918K	Buy	17,271 +8,727	+102%	+$445K	0.76%	52
2013 Q3	$395K	Buy	8,544 +3,274	+62%	+$144K	0.46%	81
2013 Q2	$236K	Buy	+5,270	New	+$229K	0.36%	82

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WESPAC Advisors's BMY Position: Q3 2025 in Review

WESPAC Advisors sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 11,446 shares — an estimated $530K sold.

WESPAC Advisors first reported a position in BMY in Q2 2013 and held it in 9 quarters. The position peaked at $1.95M in Q4 2019. 2,267 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

WESPAC Advisors reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
WESPAC Advisors sold 11,446 Bristol-Myers Squibb shares in Q3 2025, an estimated $530K.
WESPAC Advisors first reported a position in Bristol-Myers Squibb in Q2 2013 and held it in 9 quarters.
WESPAC Advisors's Bristol-Myers Squibb position peaked at $1.95M in Q4 2019.
2,267 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on WESPAC Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.