Advisory Advocates’s Bristol-Myers Squibb BMY Stock Holding History

Advisory Advocates’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	–	Sell	-3,745	Closed	-$202K	–	164
2025 Q4	$202K	Buy	+3,745	New	+$180K	0.2%	153

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $1.89T AUM 35.08% 1-Year Est. Return

Advisory Advocates's BMY Position: Q1 2026 in Review

Advisory Advocates sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 3,745 shares — an estimated $202K sold.

Advisory Advocates first reported a position in BMY in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 2,531 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Advisory Advocates reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
Advisory Advocates sold 3,745 Bristol-Myers Squibb shares in Q1 2026, an estimated $202K.
Advisory Advocates first reported a position in Bristol-Myers Squibb in Q4 2025 and held it in 1 quarter.
Advisory Advocates's Bristol-Myers Squibb position peaked at $202K in Q4 2025.
2,531 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Advisory Advocates's 13F filing for Q1 2026, filed 5 May 2026.