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

44 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
2026 Q1	$2.68M	Sell	44,227 -13,853	-24%	-$808K	0.94%	27
2025 Q4	$3.13M	Sell	58,080 -8,482	-13%	-$408K	1.05%	16
2025 Q3	$3M	Buy	66,562 +9,257	+16%	+$432K	1.02%	19
2025 Q2	$2.65M	Sell	57,305 -2,686	-4%	-$132K	0.94%	26
2025 Q1	$3.66M	Sell	59,991 -1,059	-2%	-$61.7K	1.37%	8
2024 Q4	$3.45M	Sell	61,050 -2,235	-4%	-$125K	1.33%	8
2024 Q3	$3.36M	Buy	+63,285	New	+$2.97M	1.18%	11
2023 Q2	$203K	Sell	3,176 -10	-0.3%	-$671	0.07%	164
2023 Q1	$221K	Hold	3,186	–	–	0.07%	165
2022 Q4	$229K	Buy	3,186 +20	+0.6%	+$1.51K	0.08%	164
2022 Q3	$225K	Hold	3,166	–	–	0.09%	153
2022 Q2	$244K	Buy	3,166 +33	+1%	+$2.51K	0.09%	149
2022 Q1	$229K	Buy	+3,133	New	+$210K	0.08%	157
2021 Q4	–	Sell	-29,142	Closed	-$1.72M	–	183
2021 Q3	$1.72M	Sell	29,142 -592	-2%	-$39K	0.66%	44
2021 Q2	$1.99M	Sell	29,734 -2,026	-6%	-$132K	0.76%	35
2021 Q1	$2M	Buy	31,760 +299	+1%	+$18.6K	0.84%	33
2020 Q4	$1.95M	Buy	+31,461	New	+$1.93M	0.89%	30

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

44 Wealth Management's BMY Position: Q1 2026 in Review

44 Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 24% in Q1 2026, selling an estimated $808K and leaving 44,227 shares worth $2.68M. The position accounts for 0.94% of the portfolio, ranked #27.

44 Wealth Management first reported a position in BMY in Q4 2020 and has held it in 17 quarters since. The position peaked at $3.66M in Q1 2025. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

44 Wealth Management held 44,227 shares of Bristol-Myers Squibb worth $2.68M as of Q1 2026.
44 Wealth Management sold 13,853 Bristol-Myers Squibb shares in Q1 2026, an estimated $808K.
Bristol-Myers Squibb made up 0.94% of 44 Wealth Management's portfolio in Q1 2026, its #27 holding.
44 Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 17 quarters since.
44 Wealth Management's Bristol-Myers Squibb position peaked at $3.66M in Q1 2025.
2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.