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Ashton Thomas Private Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Ashton Thomas Private 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 		$9.34M Buy
153,986
+22,995
+18% +$1.34M 0.22% 95
2025
Q4 		$7.07M Sell
130,991
-29,169
-18% -$1.4M 0.17% 129
2025
Q3 		$7.22M Buy
160,160
+79,975
+100% +$3.74M 0.19% 126
2025
Q2 		$3.71M Buy
80,185
+2,727
+4% +$134K 0.13% 175
2025
Q1 		$4.72M Buy
77,458
+2,664
+4% +$155K 0.18% 134
2024
Q4 		$4.23M Buy
74,794
+24,314
+48% +$1.36M 0.16% 147
2024
Q3 		$2.61M Buy
50,480
+18,383
+57% +$862K 0.14% 178
2024
Q2 		$1.33M Sell
32,097
-19,210
-37% -$860K 0.07% 258
2024
Q1 		$2.78M Buy
51,307
+14,326
+39% +$730K 0.16% 160
2023
Q4 		$1.9M Sell
36,981
-18,188
-33% -$955K 0.12% 199
2023
Q3 		$3.2M Buy
55,169
+3,518
+7% +$216K 0.23% 122
2023
Q2 		$3.3M Buy
51,651
+3,046
+6% +$204K 0.25% 108
2023
Q1 		$3.37M Sell
48,605
-3,065
-6% -$216K 0.3% 88
2022
Q4 		$3.72M Buy
51,670
+11,074
+27% +$835K 0.37% 70
2022
Q3 		$2.89M Buy
40,596
+10,996
+37% +$798K 0.33% 88
2022
Q2 		$2.28M Sell
29,600
-2,120
-7% -$161K 0.25% 114
2022
Q1 		$2.32M Buy
31,720
+3,427
+12% +$230K 0.2% 136
2021
Q4 		$1.76M Buy
28,293
+24,781
+706% +$1.45M 0.17% 147
2021
Q3 		$208K Sell
3,512
-443
-11% -$29.2K 0.03% 350
2021
Q2 		$264K Buy
3,955
+243
+7% +$15.8K 0.04% 299
2021
Q1 		$234K Buy
3,712
+171
+5% +$10.6K 0.04% 278
2020
Q4 		$220K Buy
+3,541
New +$218K 0.04% 283

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

Ashton Thomas Private Wealth's BMY Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its Bristol-Myers Squibb (BMY) stake by 18% in Q1 2026, buying an estimated $1.34M and bringing the position to 153,986 shares worth $9.34M. The position accounts for 0.22% of the portfolio, ranked #95.

Ashton Thomas Private Wealth first reported a position in BMY in Q4 2020 and has held it in 22 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Ashton Thomas Private Wealth held 153,986 shares of Bristol-Myers Squibb worth $9.34M as of Q1 2026.
  • Ashton Thomas Private Wealth bought 22,995 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.34M.
  • Bristol-Myers Squibb made up 0.22% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #95 holding.
  • Ashton Thomas Private Wealth first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 22 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.