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West Coast Financial’s Bristol-Myers Squibb BMY Stock Holding History

West Coast Financial’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
-4,144
Closed -$253K – 20
2025
Q1 		$253K Buy
4,144
+36
+0.9% +$2.1K 0.03% 151
2024
Q4 		$232K Buy
4,108
+37
+0.9% +$2.07K 0.03% 154
2024
Q3 		$211K Buy
+4,071
New +$191K 0.02% 165
2024
Q2 		– Sell
-3,983
Closed -$216K – 167
2024
Q1 		$216K Sell
3,983
-159
-4% -$8.1K 0.03% 156
2023
Q4 		$213K Buy
4,142
+6
+0.1% +$315 0.03% 154
2023
Q3 		$240K Sell
4,136
-73
-2% -$4.47K 0.04% 133
2023
Q2 		$269K Buy
4,209
+130
+3% +$8.72K 0.04% 134
2023
Q1 		$283K Buy
4,079
+25
+0.6% +$1.76K 0.04% 117
2022
Q4 		$292K Buy
4,054
+21
+0.5% +$1.58K 0.05% 108
2022
Q3 		$287K Buy
4,033
+23
+0.6% +$1.67K 0.05% 99
2022
Q2 		$309K Buy
4,010
+22
+0.6% +$1.68K 0.05% 97
2022
Q1 		$291K Buy
3,988
+256
+7% +$17.2K 0.04% 106
2021
Q4 		$233K Buy
3,732
+25
+0.7% +$1.47K 0.03% 125
2021
Q3 		$219K Buy
3,707
+22
+0.6% +$1.45K 0.04% 126
2021
Q2 		$246K Buy
3,685
+23
+0.6% +$1.5K 0.04% 120
2021
Q1 		$231K Buy
3,662
+290
+9% +$18K 0.04% 115
2020
Q4 		$209K Buy
+3,372
New +$207K 0.04% 114
2018
Q4 		– Sell
-3,815
Closed -$237K – 108
2018
Q3 		$237K Buy
+3,815
New +$226K 0.05% 122
2017
Q4 		– Sell
-3,715
Closed -$237K – 112
2017
Q3 		$237K Buy
+3,715
New +$217K 0.06% 124
2016
Q4 		– Sell
-4,806
Closed -$259K – 128
2016
Q3 		$259K Buy
4,806
+14
+0.3% +$899 0.08% 118
2016
Q2 		$352K Buy
+4,792
New +$339K 0.13% 81

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Coast Financial's BMY Position: Q2 2025 in Review

West Coast Financial sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 4,144 shares — an estimated $253K sold.

West Coast Financial first reported a position in BMY in Q2 2016 and held it in 21 quarters. The position peaked at $352K in Q2 2016. 2,293 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

  • West Coast Financial reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 4,144 Bristol-Myers Squibb shares in Q2 2025, an estimated $253K.
  • West Coast Financial first reported a position in Bristol-Myers Squibb in Q2 2016 and held it in 21 quarters.
  • West Coast Financial's Bristol-Myers Squibb position peaked at $352K in Q2 2016.
  • 2,293 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.