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Arkadios Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Arkadios Wealth Advisors’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 		$18.1M Buy
299,224
+8,363
+3% +$488K 0.3% 67
2025
Q4 		$15.7M Buy
290,861
+45,673
+19% +$2.2M 0.3% 58
2025
Q3 		$11.1M Buy
245,188
+25,695
+12% +$1.2M 0.27% 75
2025
Q2 		$10.2M Buy
219,493
+32,930
+18% +$1.62M 0.3% 59
2025
Q1 		$11.4M Buy
186,563
+35,144
+23% +$2.05M 0.43% 40
2024
Q4 		$8.56M Buy
151,419
+12,992
+9% +$726K 0.47% 38
2024
Q3 		$7.16M Buy
138,427
+90,696
+190% +$4.25M 0.41% 50
2024
Q2 		$1.98M Buy
47,731
+10,110
+27% +$452K 0.13% 164
2024
Q1 		$2.04M Buy
37,621
+7,056
+23% +$359K 0.16% 142
2023
Q4 		$1.57M Sell
30,565
-10,408
-25% -$546K 0.13% 163
2023
Q3 		$2.38M Buy
40,973
+18,339
+81% +$1.12M 0.23% 105
2023
Q2 		$1.45M Buy
22,634
+1,058
+5% +$70.9K 0.17% 143
2023
Q1 		$1.5M Sell
21,576
-545
-2% -$38.4K 0.18% 140
2022
Q4 		$1.59M Buy
22,121
+4,303
+24% +$324K 0.21% 120
2022
Q3 		$1.27M Buy
17,818
+358
+2% +$26K 0.19% 138
2022
Q2 		$1.34M Buy
17,460
+3,608
+26% +$275K 0.2% 143
2022
Q1 		$1.01M Buy
13,852
+2,764
+25% +$186K 0.13% 186
2021
Q4 		$691K Sell
11,088
-2,911
-21% -$171K 0.09% 255
2021
Q3 		$828K Sell
13,999
-2,710
-16% -$178K 0.12% 194
2021
Q2 		$1.12M Buy
16,709
+4,426
+36% +$289K 0.14% 180
2021
Q1 		$775K Buy
12,283
+3,569
+41% +$222K 0.13% 186
2020
Q4 		$540K Buy
8,714
+6,373
+272% +$392K 0.11% 186
2020
Q3 		$143K Sell
2,341
-27
-1% -$1.63K 0.07% 229
2020
Q2 		$137K Buy
2,368
+60
+3% +$3.59K 0.08% 212
2020
Q1 		$129K Sell
2,308
-157
-6% -$9.6K 0.08% 197
2019
Q4 		$163K Buy
+2,465
New +$141K 0.1% 175

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

Arkadios Wealth Advisors's BMY Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 2.9% in Q1 2026, buying an estimated $488K and bringing the position to 299,224 shares worth $18.1M. The position accounts for 0.3% of the portfolio, ranked #67.

Arkadios Wealth Advisors first reported a position in BMY in Q4 2019 and has held it in 26 quarters since. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Arkadios Wealth Advisors held 299,224 shares of Bristol-Myers Squibb worth $18.1M as of Q1 2026.
  • Arkadios Wealth Advisors bought 8,363 Bristol-Myers Squibb shares in Q1 2026, an estimated $488K.
  • Bristol-Myers Squibb made up 0.3% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #67 holding.
  • Arkadios Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 26 quarters since.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.