1 North Wealth Services’s Bristol-Myers Squibb BMY Stock Holding History

1 North Wealth Services’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
2026 Q1	$9.46K	Hold	156	–	–	﹤0.01%	164
2025 Q4	$8.41K	Hold	156	–	–	﹤0.01%	170
2025 Q3	$7.04K	Hold	156	–	–	﹤0.01%	166
2025 Q2	$7.22K	Hold	156	–	–	﹤0.01%	166
2025 Q1	$9.51K	Buy	+156	New	+$9.09K	﹤0.01%	150
2019 Q4	$55K	Buy	850 +33	+4%	+$1.89K	0.03%	85
2019 Q3	$41K	Buy	+817	New	+$38.4K	0.03%	78
2019 Q1	$39K	Hold	817	–	–	0.03%	77
2018 Q4	$42K	Buy	+817	New	+$43.9K	0.04%	72

Other funds holding BMY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

1 North Wealth Services's BMY Position: Q1 2026 in Review

1 North Wealth Services held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 156 shares worth $9.46K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

1 North Wealth Services first reported a position in BMY in Q4 2018 and has held it in 9 quarters since. The position peaked at $55K in Q4 2019. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

1 North Wealth Services held 156 shares of Bristol-Myers Squibb worth $9.46K as of Q1 2026.
1 North Wealth Services left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up ﹤0.01% of 1 North Wealth Services's portfolio in Q1 2026, its #164 holding.
1 North Wealth Services first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 9 quarters since.
1 North Wealth Services's Bristol-Myers Squibb position peaked at $55K in Q4 2019.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.