West Oak Capital’s Bristol-Myers Squibb BMY Stock Holding History

West Oak Capital’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	$672	Hold	1,490	–	–	0.03%	151
2025 Q2	$690	Hold	1,490	–	–	0.03%	156
2025 Q1	$909	Hold	1,490	–	–	0.04%	148
2024 Q4	$843K	Hold	1,490	–	–	0.03%	155
2024 Q3	$771	Sell	1,490 -1,950	-57%	-$91.5K	0.01%	162
2024 Q2	$143K	Hold	3,440	–	–	0.06%	139
2024 Q1	$187K	Hold	3,440	–	–	0.08%	125
2023 Q4	$173K	Sell	3,440 -750	-18%	-$39.4K	0.08%	128
2023 Q3	$243K	Hold	4,190	–	–	0.12%	106
2023 Q2	$268K	Hold	4,190	–	–	0.13%	104
2023 Q1	$290K	Sell	4,190 -350	-8%	-$24.7K	0.15%	101
2022 Q4	$327K	Sell	4,540 -550	-11%	-$41.5K	0.17%	93
2022 Q3	$362K	Sell	5,090 -650	-11%	-$47.2K	0.2%	85
2022 Q2	$442K	Buy	5,740 +450	+9%	+$34.3K	0.23%	85
2022 Q1	$386K	Buy	5,290 +800	+18%	+$53.7K	0.17%	96
2021 Q4	$280K	Hold	4,490	–	–	0.1%	116
2021 Q3	$266K	Hold	4,490	–	–	0.1%	113
2021 Q2	$300K	Hold	4,490	–	–	0.12%	109
2021 Q1	$283K	Sell	4,490 -95	-2%	-$5.91K	0.12%	109
2020 Q4	$284K	Hold	4,585	–	–	0.13%	102
2020 Q3	$276K	Hold	4,585	–	–	0.15%	93
2020 Q2	$270K	Sell	4,585 -100	-2%	-$5.98K	0.15%	92
2020 Q1	$261K	Buy	4,685 +100	+2%	+$6.11K	0.18%	87
2019 Q4	$294K	Buy	4,585 +400	+10%	+$22.9K	0.17%	97
2019 Q3	$212K	Sell	4,185 -1,945	-32%	-$91.4K	0.12%	106
2019 Q2	$278K	Sell	6,130 -550	-8%	-$25.6K	0.17%	95
2019 Q1	$319K	Hold	6,680	–	–	0.2%	92
2018 Q4	$347K	Sell	6,680 -2,900	-30%	-$156K	0.25%	85
2018 Q3	$595K	Buy	9,580 +125	+1%	+$7.42K	0.34%	75
2018 Q2	$523K	Buy	9,455 +50	+0.5%	+$2.7K	0.32%	79
2018 Q1	$595K	Sell	9,405 -895	-9%	-$57.6K	0.35%	74
2017 Q4	$631K	Buy	10,300 +10	+0.1%	+$625	0.39%	73
2017 Q3	$656K	Buy	10,290 +6,165	+149%	+$360K	0.39%	77
2017 Q2	$230K	Hold	4,125	–	–	0.14%	114
2017 Q1	$224K	Hold	4,125	–	–	0.14%	112
2016 Q4	$241K	Hold	4,125	–	–	0.16%	103
2016 Q3	$222K	Hold	4,125	–	–	0.15%	111
2016 Q2	$303K	Hold	4,125	–	–	0.22%	93
2016 Q1	$264K	Hold	4,125	–	–	0.2%	96
2015 Q4	$284K	Hold	4,125	–	–	0.22%	93
2015 Q3	$244K	Hold	4,125	–	–	0.2%	95
2015 Q2	$274K	Sell	4,125 -800	-16%	-$52.7K	0.2%	92
2015 Q1	$318K	Sell	4,925 -100	-2%	-$6.26K	0.23%	88
2014 Q4	$297K	Sell	5,025 -250	-5%	-$14.1K	0.22%	86
2014 Q3	$270K	Hold	5,275	–	–	0.2%	90
2014 Q2	$256K	Hold	5,275	–	–	0.19%	92
2014 Q1	$274K	Sell	5,275 -575	-10%	-$30.6K	0.2%	87
2013 Q4	$311K	Hold	5,850	–	–	0.23%	81
2013 Q3	$271K	Hold	5,850	–	–	0.21%	82
2013 Q2	$261K	Buy	+5,850	New	+$254K	0.22%	81

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

West Oak Capital's BMY Position: Q3 2025 in Review

West Oak Capital held its Bristol-Myers Squibb (BMY) position steady in Q3 2025 at 1,490 shares worth $672. The position accounts for 0.03% of the portfolio, ranked #151.

West Oak Capital first reported a position in BMY in Q2 2013 and has held it in 50 quarters since. The position peaked at $843K in Q4 2024. 2,268 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

West Oak Capital held 1,490 shares of Bristol-Myers Squibb worth $672 as of Q3 2025.
West Oak Capital left its Bristol-Myers Squibb share count unchanged in Q3 2025.
Bristol-Myers Squibb made up 0.03% of West Oak Capital's portfolio in Q3 2025, its #151 holding.
West Oak Capital first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 50 quarters since.
West Oak Capital's Bristol-Myers Squibb position peaked at $843K in Q4 2024.
2,268 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.