Accordant Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

Accordant Advisory Group’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	$59.4K	Buy	980 +397	+68%	+$23.1K	0.04%	80
2025 Q4	$31.4K	Buy	583 +3	+0.5%	+$144	0.02%	103
2025 Q3	$26.2K	Sell	580 -1,732	-75%	-$80.9K	0.02%	109
2025 Q2	$107K	Buy	2,312 +1,732	+299%	+$85K	0.08%	66
2025 Q1	$35.4K	Hold	580	–	–	0.03%	79
2024 Q4	$32.8K	Hold	580	–	–	0.03%	81
2024 Q3	$30K	Hold	580	–	–	0.02%	89
2024 Q2	$24.1K	Hold	580	–	–	0.02%	103
2024 Q1	$31.5K	Buy	+580	New	+$29.5K	0.02%	139

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

Accordant Advisory Group's BMY Position: Q1 2026 in Review

Accordant Advisory Group increased its Bristol-Myers Squibb (BMY) stake by 68% in Q1 2026, buying an estimated $23.1K and bringing the position to 980 shares worth $59.4K. The position accounts for 0.04% of the portfolio, ranked #80.

Accordant Advisory Group first reported a position in BMY in Q1 2024 and has held it in 9 quarters since. The position peaked at $107K in Q2 2025. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Accordant Advisory Group held 980 shares of Bristol-Myers Squibb worth $59.4K as of Q1 2026.
Accordant Advisory Group bought 397 Bristol-Myers Squibb shares in Q1 2026, an estimated $23.1K.
Bristol-Myers Squibb made up 0.04% of Accordant Advisory Group's portfolio in Q1 2026, its #80 holding.
Accordant Advisory Group first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 9 quarters since.
Accordant Advisory Group's Bristol-Myers Squibb position peaked at $107K in Q2 2025.
2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.