Abundance Wealth Counselors’s Bristol-Myers Squibb BMY Stock Holding History

Abundance Wealth Counselors’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	$3.11M	Buy	51,211 +12,806	+33%	+$747K	0.45%	31
2025 Q4	$2.07M	Buy	38,405 +77	+0.2%	+$3.7K	0.35%	49
2025 Q3	$1.73M	Buy	38,328 +1,929	+5%	+$90.1K	0.3%	53
2025 Q2	$1.69M	Buy	36,399 +1,360	+4%	+$66.8K	0.32%	58
2025 Q1	$2.13M	Buy	35,039 +3,052	+10%	+$178K	0.45%	39
2024 Q4	$1.81M	Buy	31,987 +564	+2%	+$31.5K	0.39%	40
2024 Q3	$1.63M	Buy	+31,423	New	+$1.47M	0.34%	50
2024 Q2	–	Sell	-26,690	Closed	-$1.45M	–	77
2024 Q1	$1.45M	Buy	26,690 +5,664	+27%	+$289K	0.33%	52
2023 Q4	$1.08M	Sell	21,026 -4,803	-19%	-$252K	0.28%	61
2023 Q3	$1.5M	Buy	+25,829	New	+$1.58M	0.43%	40
2023 Q2	–	Sell	-26,560	Closed	-$1.84M	–	77
2023 Q1	$1.84M	Buy	26,560 +1,256	+5%	+$88.6K	0.47%	33
2022 Q4	$1.82M	Buy	25,304 +1,137	+5%	+$85.7K	0.5%	34
2022 Q3	$1.72M	Buy	24,167 +697	+3%	+$50.6K	0.49%	25
2022 Q2	$1.81M	Sell	23,470 -618	-3%	-$47.1K	0.49%	29
2022 Q1	$1.76M	Buy	24,088 +2,610	+12%	+$175K	0.48%	31
2021 Q4	$1.34M	Buy	+21,478	New	+$1.26M	0.34%	51
2021 Q3	–	Sell	-19,445	Closed	-$1.3M	–	55
2021 Q2	$1.3M	Buy	19,445 +18,245	+1,520%	+$1.19M	0.34%	42
2021 Q1	$76K	Buy	+1,200	New	+$74.7K	0.02%	138

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

Abundance Wealth Counselors's BMY Position: Q1 2026 in Review

Abundance Wealth Counselors increased its Bristol-Myers Squibb (BMY) stake by 33% in Q1 2026, buying an estimated $747K and bringing the position to 51,211 shares worth $3.11M. The position accounts for 0.45% of the portfolio, ranked #31.

Abundance Wealth Counselors first reported a position in BMY in Q1 2021 and has held it in 18 quarters since. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Abundance Wealth Counselors held 51,211 shares of Bristol-Myers Squibb worth $3.11M as of Q1 2026.
Abundance Wealth Counselors bought 12,806 Bristol-Myers Squibb shares in Q1 2026, an estimated $747K.
Bristol-Myers Squibb made up 0.45% of Abundance Wealth Counselors's portfolio in Q1 2026, its #31 holding.
Abundance Wealth Counselors first reported a position in Bristol-Myers Squibb in Q1 2021 and has held it in 18 quarters since.
2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.