Alteri Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Alteri Wealth’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	$647K	Buy	+10,669	New	+$622K	0.21%	122

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

Alteri Wealth's BMY Position: Q1 2026 in Review

Alteri Wealth opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 10,669 shares worth $647K. The stake represents 0.21% of the portfolio and ranks #122 among its holdings.

2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Alteri Wealth held 10,669 shares of Bristol-Myers Squibb worth $647K as of Q1 2026.
Bristol-Myers Squibb was a new Alteri Wealth position in Q1 2026.
Bristol-Myers Squibb made up 0.21% of Alteri Wealth's portfolio in Q1 2026, its #122 holding.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.