AlphaCore Capital’s Bristol-Myers Squibb BMY Stock Holding History

AlphaCore Capital’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	$2.83M	Buy	46,650 +6,004	+15%	+$350K	0.07%	212
2025 Q4	$2.19M	Buy	40,646 +16,199	+66%	+$779K	0.05%	254
2025 Q3	$1.1M	Buy	24,447 +1,952	+9%	+$91.2K	0.04%	281
2025 Q2	$1.04M	Buy	22,495 +3,459	+18%	+$170K	0.04%	255
2025 Q1	$1.16M	Buy	19,036 +354	+2%	+$20.6K	0.1%	156
2024 Q4	$1.06M	Sell	18,682 -575	-3%	-$32.1K	0.23%	74
2024 Q3	$996K	Sell	19,257 -2,919	-13%	-$137K	0.22%	75
2024 Q2	$921K	Sell	22,176 -2,036	-8%	-$91.1K	0.22%	72
2024 Q1	$1.31M	Buy	24,212 +1,964	+9%	+$100K	0.35%	53
2023 Q4	$1.14M	Sell	22,248 -5,257	-19%	-$276K	0.17%	92
2023 Q3	$1.6M	Sell	27,505 -14,025	-34%	-$859K	0.25%	68
2023 Q2	$2.66M	Buy	41,530 +27,955	+206%	+$1.87M	0.43%	50
2023 Q1	$941K	Buy	13,575 +103	+0.8%	+$7.26K	0.25%	56
2022 Q4	$969K	Buy	13,472 +1,446	+12%	+$109K	0.38%	31
2022 Q3	$855K	Buy	12,026 +3,392	+39%	+$246K	0.39%	27
2022 Q2	$665K	Buy	8,634 +3,124	+57%	+$238K	0.31%	35
2022 Q1	$402K	Buy	+5,510	New	+$370K	0.16%	50
2020 Q2	–	Sell	-888	Closed	-$49K	–	99
2020 Q1	$49K	Buy	+888	New	+$54.3K	0.04%	105

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

AlphaCore Capital's BMY Position: Q1 2026 in Review

AlphaCore Capital increased its Bristol-Myers Squibb (BMY) stake by 15% in Q1 2026, buying an estimated $350K and bringing the position to 46,650 shares worth $2.83M. The position accounts for 0.07% of the portfolio, ranked #212.

AlphaCore Capital first reported a position in BMY in Q1 2020 and has held it in 18 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

AlphaCore Capital held 46,650 shares of Bristol-Myers Squibb worth $2.83M as of Q1 2026.
AlphaCore Capital bought 6,004 Bristol-Myers Squibb shares in Q1 2026, an estimated $350K.
Bristol-Myers Squibb made up 0.07% of AlphaCore Capital's portfolio in Q1 2026, its #212 holding.
AlphaCore Capital first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 18 quarters since.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.