Abbot Financial Management’s Bristol-Myers Squibb BMY Stock Holding History

Abbot Financial 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	$534K	Buy	8,810 +300	+4%	+$17.5K	0.22%	101
2025 Q4	$459K	Sell	8,510 -935	-10%	-$45K	0.19%	104
2025 Q3	$426K	Sell	9,445 -96	-1%	-$4.48K	0.18%	107
2025 Q2	$442K	Buy	9,541 +100	+1%	+$4.91K	0.2%	102
2025 Q1	$576K	Hold	9,441	–	–	0.3%	94
2024 Q4	$534K	Hold	9,441	–	–	0.27%	96
2024 Q3	$488K	Sell	9,441 -100	-1%	-$4.69K	0.25%	101
2024 Q2	$396K	Sell	9,541 -109	-1%	-$4.88K	0.21%	103
2024 Q1	$523K	Buy	9,650 +2,165	+29%	+$110K	0.29%	91
2023 Q4	$384K	Buy	7,485 +350	+5%	+$18.4K	0.23%	97
2023 Q3	$414K	Buy	7,135 +1,825	+34%	+$112K	0.28%	87
2023 Q2	$340K	Buy	5,310 +1,050	+25%	+$70.4K	0.22%	91
2023 Q1	$295K	Hold	4,260	–	–	0.2%	99
2022 Q4	$307K	Buy	4,260 +425	+11%	+$32K	0.21%	94
2022 Q3	$273K	Buy	3,835 +150	+4%	+$10.9K	0.19%	96
2022 Q2	$284K	Hold	3,685	–	–	0.17%	104
2022 Q1	$269K	Hold	3,685	–	–	0.13%	113
2021 Q4	$230K	Sell	3,685 -3,000	-45%	-$176K	0.1%	125
2021 Q3	$396K	Buy	6,685 +850	+15%	+$56K	0.18%	101
2021 Q2	$390K	Buy	5,835 +2,400	+70%	+$156K	0.17%	99
2021 Q1	$217K	Buy	+3,435	New	+$214K	0.1%	124

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

Abbot Financial Management's BMY Position: Q1 2026 in Review

Abbot Financial Management increased its Bristol-Myers Squibb (BMY) stake by 3.5% in Q1 2026, buying an estimated $17.5K and bringing the position to 8,810 shares worth $534K. The position accounts for 0.22% of the portfolio, ranked #101.

Abbot Financial Management first reported a position in BMY in Q1 2021 and has held it in 21 quarters since. The position peaked at $576K in Q1 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Abbot Financial Management held 8,810 shares of Bristol-Myers Squibb worth $534K as of Q1 2026.
Abbot Financial Management bought 300 Bristol-Myers Squibb shares in Q1 2026, an estimated $17.5K.
Bristol-Myers Squibb made up 0.22% of Abbot Financial Management's portfolio in Q1 2026, its #101 holding.
Abbot Financial Management first reported a position in Bristol-Myers Squibb in Q1 2021 and has held it in 21 quarters since.
Abbot Financial Management's Bristol-Myers Squibb position peaked at $576K in Q1 2025.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Abbot Financial Management's 13F filing for Q1 2026, filed 13 May 2026.