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Allworth Financial’s Bristol-Myers Squibb BMY Stock Holding History

Allworth Financial’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
2025
Q4 		– Hold
0
– -$4.51K – 5049
2025
Q3 		– Hold
0
– – – 3612

Other funds holding BMY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial's BMY Position: Q1 2026 in Review

Allworth Financial increased its Bristol-Myers Squibb (BMY) stake by 1.7% in Q1 2026, buying an estimated $213K and bringing the position to 220,900 shares worth $13.4M. The position accounts for 0.05% of the portfolio, ranked #210.

Allworth Financial first reported a position in BMY in Q3 2013 and has held it in 50 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Allworth Financial held 220,900 shares of Bristol-Myers Squibb worth $13.4M as of Q1 2026.
  • Allworth Financial bought 3,652 Bristol-Myers Squibb shares in Q1 2026, an estimated $213K.
  • Bristol-Myers Squibb made up 0.05% of Allworth Financial's portfolio in Q1 2026, its #210 holding.
  • Allworth Financial first reported a position in Bristol-Myers Squibb in Q3 2013 and has held it in 50 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.