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Atomi Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Atomi Financial Group’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 		$4.94M Buy
81,491
+57,858
+245% +$3.37M 0.15% 120
2025
Q4 		$1.27M Buy
23,633
+12,072
+104% +$581K 0.04% 335
2025
Q3 		$521K Buy
11,561
+3,869
+50% +$181K 0.02% 636
2025
Q2 		$356K Sell
7,692
-6,331
-45% -$311K 0.01% 731
2025
Q1 		$855K Buy
14,023
+1,255
+10% +$73.2K 0.04% 353
2024
Q4 		$722K Buy
12,768
+5,593
+78% +$313K 0.04% 352
2024
Q3 		$371K Buy
+7,175
New +$337K 0.02% 580
2024
Q2 		– Sell
-4,264
Closed -$231K – 798
2024
Q1 		$231K Buy
+4,264
New +$217K 0.02% 623

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

Atomi Financial Group's BMY Position: Q1 2026 in Review

Atomi Financial Group increased its Bristol-Myers Squibb (BMY) stake by 245% in Q1 2026, buying an estimated $3.37M and bringing the position to 81,491 shares worth $4.94M. The position accounts for 0.15% of the portfolio, ranked #120.

Atomi Financial Group first reported a position in BMY in Q1 2024 and has held it in 8 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Atomi Financial Group held 81,491 shares of Bristol-Myers Squibb worth $4.94M as of Q1 2026.
  • Atomi Financial Group bought 57,858 Bristol-Myers Squibb shares in Q1 2026, an estimated $3.37M.
  • Bristol-Myers Squibb made up 0.15% of Atomi Financial Group's portfolio in Q1 2026, its #120 holding.
  • Atomi Financial Group first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 8 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.