White Knight Strategic Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

White Knight Strategic Wealth 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 Q1	–	Sell	-4,376	Closed	-$248K	–	78
2024 Q4	$248K	Sell	4,376 -2,572	-37%	-$144K	0.1%	104
2024 Q3	$359K	Buy	6,948 +20	+0.3%	+$938	0.33%	55
2024 Q2	$288K	Buy	+6,928	New	+$310K	0.29%	60
2022 Q3	–	Sell	-7,347	Closed	-$566K	–	64
2022 Q2	$566K	Sell	7,347 -802	-10%	-$61.1K	0.78%	32
2022 Q1	$595K	Sell	8,149 -1,440	-15%	-$96.7K	0.64%	36
2021 Q4	$598K	Buy	+9,589	New	+$562K	0.63%	37

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Norges Bank Oslo, Norway $935B AUM

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

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

White Knight Strategic Wealth Advisors's BMY Position: Q1 2025 in Review

White Knight Strategic Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q1 2025, closing a stake of 4,376 shares — an estimated $248K sold.

White Knight Strategic Wealth Advisors first reported a position in BMY in Q4 2021 and held it in 6 quarters. The position peaked at $598K in Q4 2021. 2,476 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

White Knight Strategic Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q1 2025 after selling out during the quarter.
White Knight Strategic Wealth Advisors sold 4,376 Bristol-Myers Squibb shares in Q1 2025, an estimated $248K.
White Knight Strategic Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 6 quarters.
White Knight Strategic Wealth Advisors's Bristol-Myers Squibb position peaked at $598K in Q4 2021.
2,476 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.