Sound View Wealth Advisors Group LLC Decreases Bristol Myers Squibb Stake

Biopharmaceutical firm's shares owned by advisory firm down 14% in Q4 2025

Mar. 22, 2026 at 10:52am

Sound View Wealth Advisors Group LLC reduced its stake in Bristol Myers Squibb Company (NYSE:BMY) by 14.0% in the fourth quarter of 2025, according to a recent 13F filing with the Securities & Exchange Commission. The advisory firm owned 260,569 shares of the biopharmaceutical company's stock at the end of the reporting period, down from 302,950 shares held previously.

Why it matters

Bristol Myers Squibb is a major pharmaceutical company with a focus on cancer and immune-mediated treatments. Changes in ownership by large institutional investors can signal shifts in market sentiment and future performance expectations for the stock.

The details

Sound View Wealth Advisors Group LLC sold 42,381 shares of Bristol Myers Squibb during the fourth quarter, reducing its total position to 260,569 shares. The advisory firm's holdings in Bristol Myers Squibb represented approximately 0.9% of its total portfolio at the end of 2025.

  • Sound View Wealth Advisors Group LLC filed its 13F report for the fourth quarter of 2025 on March 22, 2026.

The players

Sound View Wealth Advisors Group LLC

An investment advisory firm that manages a portfolio of stocks, including a position in Bristol Myers Squibb.

Bristol Myers Squibb Company

A global biopharmaceutical company focused on discovering, developing and delivering medicines for serious diseases, with a core focus on oncology, hematology, immunology, cardiovascular disease and specialty areas.

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The takeaway

The reduction in Sound View Wealth Advisors Group LLC's Bristol Myers Squibb position may indicate a shift in market sentiment around the biopharmaceutical company, though further analysis of the firm's overall portfolio and investment strategy would be needed to draw firm conclusions.