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

Aberdeen 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	$335K	Sell	5,529 -50	-0.9%	-$2.92K	0.15%	115
2025 Q4	$301K	Sell	5,579 -400	-7%	-$19.2K	0.14%	122
2025 Q3	$270K	Sell	5,979 -287	-5%	-$13.4K	0.17%	125
2025 Q2	$290K	Hold	6,266	–	–	0.19%	116
2025 Q1	$382K	Hold	6,266	–	–	0.26%	97
2024 Q4	$354K	Sell	6,266 -171	-3%	-$9.55K	0.24%	103
2024 Q3	$333K	Sell	6,437 -482	-7%	-$22.6K	0.22%	111
2024 Q2	$287K	Hold	6,919	–	–	0.19%	121
2024 Q1	$375K	Hold	6,919	–	–	0.22%	113
2023 Q4	$355K	Sell	6,919 -500	-7%	-$26.2K	0.26%	109
2023 Q3	$431K	Sell	7,419 -100	-1%	-$6.13K	0.32%	87
2023 Q2	$481K	Buy	7,519 +20	+0.3%	+$1.34K	0.35%	80
2023 Q1	$520K	Hold	7,499	–	–	0.39%	73
2022 Q4	$540K	Hold	7,499	–	–	0.41%	67
2022 Q3	$533K	Hold	7,499	–	–	0.47%	63
2022 Q2	$577K	Sell	7,499 -400	-5%	-$30.5K	0.46%	60
2022 Q1	$577K	Hold	7,899	–	–	0.39%	73
2021 Q4	$493K	Buy	7,899 +20	+0.3%	+$1.17K	0.32%	84
2021 Q3	$466K	Sell	7,879 -683	-8%	-$45K	0.45%	72
2021 Q2	$572K	Hold	8,562	–	–	0.53%	60
2021 Q1	$541K	Sell	8,562 -259	-3%	-$16.1K	0.43%	66
2020 Q4	$547K	Buy	8,821 +204	+2%	+$12.5K	0.41%	67
2020 Q3	$520K	Sell	8,617 -1,113	-11%	-$67K	0.5%	60
2020 Q2	$572K	Buy	9,730 +1,063	+12%	+$63.6K	0.61%	57
2020 Q1	$483K	Sell	8,667 -150	-2%	-$9.17K	0.59%	54
2019 Q4	$566K	Buy	+8,817	New	+$505K	0.42%	59

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

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

Aberdeen Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 0.9% in Q1 2026, selling an estimated $2.92K and leaving 5,529 shares worth $335K. The position accounts for 0.15% of the portfolio, ranked #115.

Aberdeen Wealth Management first reported a position in BMY in Q4 2019 and has held it in 26 quarters since. The position peaked at $577K in Q2 2022. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Aberdeen Wealth Management held 5,529 shares of Bristol-Myers Squibb worth $335K as of Q1 2026.
Aberdeen Wealth Management sold 50 Bristol-Myers Squibb shares in Q1 2026, an estimated $2.92K.
Bristol-Myers Squibb made up 0.15% of Aberdeen Wealth Management's portfolio in Q1 2026, its #115 holding.
Aberdeen Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 26 quarters since.
Aberdeen Wealth Management's Bristol-Myers Squibb position peaked at $577K in Q2 2022.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

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