Wingate Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Wingate 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	-2,582	Closed	-$146K	–	132
2024 Q4	$146K	Buy	+2,582	New	+$144K	0.14%	117

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

Wingate Wealth Advisors's BMY Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q1 2025, closing a stake of 2,582 shares — an estimated $146K sold.

Wingate Wealth Advisors first reported a position in BMY in Q4 2024 and held it in 1 quarter. The position peaked at $146K in Q4 2024. 2,478 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

Wingate Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 2,582 Bristol-Myers Squibb shares in Q1 2025, an estimated $146K.
Wingate Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Bristol-Myers Squibb position peaked at $146K in Q4 2024.
2,478 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.