Avaii Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Avaii Wealth Management’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	$1.06M	Buy	17,463 +16	+0.1%	+$933	0.37%	38
2025 Q4	$941K	Buy	17,447 +2,455	+16%	+$118K	0.34%	37
2025 Q3	$676K	Sell	14,992 -66,729	-82%	-$3.12M	0.26%	53
2025 Q2	$3.78M	Buy	81,721 +3,124	+4%	+$153K	1.68%	18
2025 Q1	$4.79M	Buy	78,597 +67,221	+591%	+$3.92M	2.56%	13
2024 Q4	$643K	Sell	11,376 -744	-6%	-$41.6K	0.32%	45
2024 Q3	$627K	Buy	12,120 +1,899	+19%	+$89.1K	0.32%	45
2024 Q2	$424K	Buy	+10,221	New	+$457K	0.24%	76

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

Avaii Wealth Management's BMY Position: Q1 2026 in Review

Avaii Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 0.09% in Q1 2026, buying an estimated $933 and bringing the position to 17,463 shares worth $1.06M. The position accounts for 0.37% of the portfolio, ranked #38.

Avaii Wealth Management first reported a position in BMY in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.79M in Q1 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Avaii Wealth Management held 17,463 shares of Bristol-Myers Squibb worth $1.06M as of Q1 2026.
Avaii Wealth Management bought 16 Bristol-Myers Squibb shares in Q1 2026, an estimated $933.
Bristol-Myers Squibb made up 0.37% of Avaii Wealth Management's portfolio in Q1 2026, its #38 holding.
Avaii Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2024 and has held it in 8 quarters since.
Avaii Wealth Management's Bristol-Myers Squibb position peaked at $4.79M in Q1 2025.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.