WJWM
BMY icon

Williams Jones Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Williams Jones Wealth Management’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
-4,840
Closed -$295K – 513
2025
Q1 		$295K Sell
4,840
-7,480
-61% -$436K ﹤0.01% 403
2024
Q4 		$697K Sell
12,320
-3,473
-22% -$194K 0.01% 291
2024
Q3 		$817K Sell
15,793
-8,099
-34% -$380K 0.01% 285
2024
Q2 		$992K Sell
23,892
-16,939
-41% -$758K 0.01% 257
2024
Q1 		$2.21M Sell
40,831
-67,462
-62% -$3.44M 0.03% 185
2023
Q4 		$5.56M Sell
108,293
-28,842
-21% -$1.51M 0.08% 125
2023
Q3 		$7.96M Buy
137,135
+43
+0% +$2.63K 0.12% 112
2023
Q2 		$8.77M Sell
137,092
-1,400
-1% -$93.9K 0.13% 107
2023
Q1 		$9.6M Sell
138,492
-1,555
-1% -$110K 0.15% 104
2022
Q4 		$10.1M Sell
140,047
-3,273
-2% -$247K 0.17% 98
2022
Q3 		$10.2M Buy
143,320
+3,393
+2% +$246K 0.18% 93
2022
Q2 		$10.8M Buy
139,927
+15,534
+12% +$1.18M 0.17% 96
2022
Q1 		$9.08M Buy
124,393
+6,375
+5% +$428K 0.13% 107
2021
Q4 		$7.36M Sell
118,018
-334
-0.3% -$19.6K 0.09% 116
2021
Q3 		$7M Sell
118,352
-1,735
-1% -$114K 0.1% 121
2021
Q2 		$8.02M Sell
120,087
-8,922
-7% -$582K 0.11% 112
2021
Q1 		$8.14M Sell
129,009
-4,931
-4% -$307K 0.13% 101
2020
Q4 		$8.31M Sell
133,940
-1,055
-0.8% -$64.9K 0.14% 93
2020
Q3 		$8.14M Sell
134,995
-1,312
-1% -$79K 0.15% 88
2020
Q2 		$8.02M Sell
136,307
-3,119
-2% -$187K 0.16% 88
2020
Q1 		$7.77M Sell
139,426
-6,438
-4% -$394K 0.2% 79
2019
Q4 		$9.36M Sell
145,864
-25,990
-15% -$1.49M 0.18% 87
2019
Q3 		$8.71M Buy
+171,854
New +$8.08M 0.18% 89

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 $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Williams Jones Wealth Management's BMY Position: Q2 2025 in Review

Williams Jones Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 4,840 shares — an estimated $295K sold.

Williams Jones Wealth Management first reported a position in BMY in Q3 2019 and held it in 23 quarters. The position peaked at $10.8M in Q2 2022. 2,299 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

  • Williams Jones Wealth Management reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
  • Williams Jones Wealth Management sold 4,840 Bristol-Myers Squibb shares in Q2 2025, an estimated $295K.
  • Williams Jones Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2019 and held it in 23 quarters.
  • Williams Jones Wealth Management's Bristol-Myers Squibb position peaked at $10.8M in Q2 2022.
  • 2,299 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Williams Jones Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.