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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
2025
Q4 		– Sell
-1,500
Closed -$67.7K – 1577
2025
Q3 		$67.7K Hold
1,500
– – ﹤0.01% 1423
2025
Q2 		$69.4K Hold
1,500
– – ﹤0.01% 1273
2025
Q1 		$91.5K Buy
+1,500
New +$87.4K ﹤0.01% 1079

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.