626 Financial’s Bristol-Myers Squibb BMY Stock Holding History

626 Financial’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	$865K	Buy	14,261 +4,393	+45%	+$256K	0.39%	44
2025 Q4	$532K	Sell	9,868 -214	-2%	-$10.3K	0.23%	60
2025 Q3	$455K	Buy	10,082 +10	+0.1%	+$467	0.2%	70
2025 Q2	$466K	Sell	10,072 -154	-2%	-$7.56K	0.22%	67
2025 Q1	$624K	Buy	10,226 +173	+2%	+$10.1K	0.32%	51
2024 Q4	$569K	Buy	10,053 +699	+7%	+$39.1K	0.31%	55
2024 Q3	$484K	Sell	9,354 -60	-0.6%	-$2.81K	0.27%	62
2024 Q2	$391K	Sell	9,414 -375	-4%	-$16.8K	0.23%	72
2024 Q1	$531K	Sell	9,789 -876	-8%	-$44.6K	0.32%	56
2023 Q4	$547K	Sell	10,665 -40	-0.4%	-$2.1K	0.36%	50
2023 Q3	$621K	Sell	10,705 -249	-2%	-$15.3K	0.42%	50
2023 Q2	$701K	Sell	10,954 -218	-2%	-$14.6K	0.45%	42
2023 Q1	$774K	Sell	11,172 -87	-0.8%	-$6.14K	0.51%	44
2022 Q4	$810K	Buy	11,259 +11	+0.1%	+$829	0.56%	41
2022 Q3	$800K	Buy	11,248 +11	+0.1%	+$798	0.65%	37
2022 Q2	$864K	Buy	11,237 +11	+0.1%	+$838	0.66%	32
2022 Q1	$820K	Sell	11,226 -141	-1%	-$9.47K	0.53%	42
2021 Q4	$709K	Buy	+11,367	New	+$667K	0.43%	44
2021 Q1	$820K	Buy	+11,226	New	+$698K	0.53%	42

Other funds holding BMY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America

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

AQR Capital Management

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