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Avantra Family Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Avantra Family 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 		– Sell
-6,382
Closed -$344K – 160
2025
Q4 		$344K Sell
6,382
-66
-1% -$3.17K 0.25% 114
2025
Q3 		$291K Buy
+6,448
New +$301K 0.22% 126

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Avantra Family Wealth's BMY Position: Q1 2026 in Review

Avantra Family Wealth sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 6,382 shares — an estimated $344K sold.

Avantra Family Wealth first reported a position in BMY in Q3 2025 and held it in 2 quarters. The position peaked at $344K in Q4 2025. 2,527 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Avantra Family Wealth reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
  • Avantra Family Wealth sold 6,382 Bristol-Myers Squibb shares in Q1 2026, an estimated $344K.
  • Avantra Family Wealth first reported a position in Bristol-Myers Squibb in Q3 2025 and held it in 2 quarters.
  • Avantra Family Wealth's Bristol-Myers Squibb position peaked at $344K in Q4 2025.
  • 2,527 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Avantra Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.