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

Atlas 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	$237K	Hold	3,915	–	–	0.07%	103
2025 Q4	$211K	Buy	+3,915	New	+$188K	0.06%	105
2025 Q2	–	Sell	-3,915	Closed	-$239K	–	111
2025 Q1	$239K	Hold	3,915	–	–	0.09%	85
2024 Q4	$221K	Buy	+3,915	New	+$219K	0.08%	87
2024 Q2	–	Sell	-3,840	Closed	-$208K	–	244
2024 Q1	$208K	Hold	3,840	–	–	0.1%	75
2023 Q4	$223K	Hold	3,840	–	–	0.12%	70
2023 Q3	$223K	Hold	3,840	–	–	0.04%	164
2023 Q2	$238K	Hold	3,840	–	–	0.04%	164
2023 Q1	$266K	Hold	3,840	–	–	0.05%	152
2022 Q4	$276K	Buy	+3,840	New	+$290K	0.07%	102

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

Atlas Wealth's BMY Position: Q1 2026 in Review

Atlas Wealth held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 3,915 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #103.

Atlas Wealth first reported a position in BMY in Q4 2022 and has held it in 10 quarters since. The position peaked at $276K in Q4 2022. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Atlas Wealth held 3,915 shares of Bristol-Myers Squibb worth $237K as of Q1 2026.
Atlas Wealth left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 0.07% of Atlas Wealth's portfolio in Q1 2026, its #103 holding.
Atlas Wealth first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 10 quarters since.
Atlas Wealth's Bristol-Myers Squibb position peaked at $276K in Q4 2022.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

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