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

Angeles 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 		$1.27M Buy
20,951
+196
+0.9% +$11.4K 0.07% 108
2025
Q4 		$1.12M Buy
20,755
+7,468
+56% +$359K 0.06% 129
2025
Q3 		$599K Sell
13,287
-1,696
-11% -$79.2K 0.04% 163
2025
Q2 		$694K Buy
14,983
+1,406
+10% +$69K 0.05% 144
2025
Q1 		$828K Buy
13,577
+163
+1% +$9.5K 0.07% 103
2024
Q4 		$759K Buy
13,414
+1,056
+9% +$59K 0.06% 113
2024
Q3 		$639K Buy
12,358
+3,163
+34% +$148K 0.06% 120
2024
Q2 		$382K Buy
9,195
+392
+4% +$17.5K 0.04% 146
2024
Q1 		$477K Sell
8,803
-1,518
-15% -$77.3K 0.05% 121
2023
Q4 		$530K Buy
10,321
+1,754
+20% +$92.1K 0.06% 107
2023
Q3 		$497K Sell
8,567
-229
-3% -$14K 0.07% 92
2023
Q2 		$563K Sell
8,796
-262
-3% -$17.6K 0.08% 104
2023
Q1 		$628K Hold
9,058
– – 0.09% 102
2022
Q4 		$652K Sell
9,058
-12
-0.1% -$905 0.11% 93
2022
Q3 		$645K Buy
9,070
+1,193
+15% +$86.5K 0.13% 80
2022
Q2 		$607K Buy
7,877
+738
+10% +$56.2K 0.12% 89
2022
Q1 		$521K Buy
+7,139
New +$479K 0.1% 105

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

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

Angeles Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 0.94% in Q1 2026, buying an estimated $11.4K and bringing the position to 20,951 shares worth $1.27M. The position accounts for 0.07% of the portfolio, ranked #108.

Angeles Wealth Management first reported a position in BMY in Q1 2022 and has held it in 17 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Angeles Wealth Management held 20,951 shares of Bristol-Myers Squibb worth $1.27M as of Q1 2026.
  • Angeles Wealth Management bought 196 Bristol-Myers Squibb shares in Q1 2026, an estimated $11.4K.
  • Bristol-Myers Squibb made up 0.07% of Angeles Wealth Management's portfolio in Q1 2026, its #108 holding.
  • Angeles Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2022 and has held it in 17 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

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