Wiser Advisor Group’s Bristol-Myers Squibb BMY Stock Holding History

Wiser Advisor Group’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 Q4	–	Sell	-1	Closed	-$50	–	236
2025 Q3	$50	Buy	+1	New	+$47	﹤0.01%	247
2025 Q2	–	Sell	-1	Closed	-$66	–	69
2025 Q1	$66	Hold	1	–	–	﹤0.01%	272
2024 Q4	$61	Hold	1	–	–	﹤0.01%	265
2024 Q3	$55	Sell	1 -1	-50%	-$47	﹤0.01%	260
2024 Q2	$43	Buy	2 +1	+100%	+$45	﹤0.01%	300
2024 Q1	$56	Hold	1	–	–	﹤0.01%	300
2023 Q4	$52	Buy	+1	New	+$52	﹤0.01%	298

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wiser Advisor Group's BMY Position: Q4 2025 in Review

Wiser Advisor Group sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 1 share — an estimated $50 sold.

Wiser Advisor Group first reported a position in BMY in Q4 2023 and held it in 7 quarters. The position peaked at $66 in Q1 2025. 2,454 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

Wiser Advisor Group reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
Wiser Advisor Group sold 1 Bristol-Myers Squibb share in Q4 2025, an estimated $50.
Wiser Advisor Group first reported a position in Bristol-Myers Squibb in Q4 2023 and held it in 7 quarters.
Wiser Advisor Group's Bristol-Myers Squibb position peaked at $66 in Q1 2025.
2,454 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Wiser Advisor Group's 13F filing for Q4 2025, filed 9 Feb 2026.