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

Adams 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	$671K	Buy	11,067 +539	+5%	+$31.4K	0.15%	78
2025 Q4	$568K	Sell	10,528 -706	-6%	-$34K	0.12%	85
2025 Q3	$507K	Sell	11,234 -680	-6%	-$31.8K	0.11%	94
2025 Q2	$551K	Buy	+11,914	New	+$585K	0.11%	91
2020 Q4	–	Sell	-2,062	Closed	-$124K	–	102
2020 Q3	$124K	Buy	+2,062	New	+$124K	0.1%	71

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

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

Adams Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 5.1% in Q1 2026, buying an estimated $31.4K and bringing the position to 11,067 shares worth $671K. The position accounts for 0.15% of the portfolio, ranked #78.

Adams Wealth Management first reported a position in BMY in Q3 2020 and has held it in 5 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Adams Wealth Management held 11,067 shares of Bristol-Myers Squibb worth $671K as of Q1 2026.
Adams Wealth Management bought 539 Bristol-Myers Squibb shares in Q1 2026, an estimated $31.4K.
Bristol-Myers Squibb made up 0.15% of Adams Wealth Management's portfolio in Q1 2026, its #78 holding.
Adams Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2020 and has held it in 5 quarters since.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Adams Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.