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

Avion 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	$19K	Buy	329 +38	+13%	+$2.21K	﹤0.01%	339
2025 Q4	$15K	Buy	291 +161	+124%	+$7.75K	﹤0.01%	398
2025 Q3	$5K	Sell	130 -72	-36%	-$3.36K	﹤0.01%	638
2025 Q2	$9K	Sell	202 -5	-2%	-$245	﹤0.01%	492
2025 Q1	$11K	Hold	207	–	–	﹤0.01%	366
2024 Q4	$11K	Buy	207 +36	+21%	+$2.01K	﹤0.01%	366
2024 Q3	$8K	Sell	171 -3,354	-95%	-$157K	﹤0.01%	404
2024 Q2	$146K	Sell	3,525 -24	-0.7%	-$1.07K	0.04%	87
2024 Q1	$193K	Sell	3,549 -751	-17%	-$38.3K	0.05%	78
2023 Q4	$221K	Buy	4,300 +33	+0.8%	+$1.73K	0.06%	70
2023 Q3	$247K	Sell	4,267 -798	-16%	-$48.9K	0.07%	62
2023 Q2	$323K	Buy	5,065 +83	+2%	+$5.57K	0.08%	55
2023 Q1	$358K	Sell	4,982 -100	-2%	-$7.05K	0.1%	50
2022 Q4	$361K	Hold	5,082	–	–	0.11%	47
2022 Q3	$361K	Hold	5,082	–	–	0.11%	47
2022 Q2	$391K	Hold	5,082	–	–	0.12%	46
2022 Q1	$371K	Hold	5,082	–	–	0.11%	44
2021 Q4	$317K	Hold	5,082	–	–	0.09%	46
2021 Q3	$301K	Hold	5,082	–	–	0.09%	40
2021 Q2	$340K	Hold	5,082	–	–	0.1%	38
2021 Q1	$321K	Hold	5,082	–	–	0.11%	35
2020 Q4	$315K	Hold	5,082	–	–	0.1%	37
2020 Q3	$306K	Hold	5,082	–	–	0.1%	34
2020 Q2	$299K	Hold	5,082	–	–	0.1%	34
2020 Q1	$283K	Buy	5,082 +100	+2%	+$6.11K	0.12%	32
2019 Q4	$320K	Hold	4,982	–	–	0.29%	34
2019 Q3	$253K	Buy	+4,982	New	+$234K	0.24%	37

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

Avion Wealth's BMY Position: Q1 2026 in Review

Avion Wealth increased its Bristol-Myers Squibb (BMY) stake by 13% in Q1 2026, buying an estimated $2.21K and bringing the position to 329 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Avion Wealth first reported a position in BMY in Q3 2019 and has held it in 27 quarters since. The position peaked at $391K in Q2 2022. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Avion Wealth held 329 shares of Bristol-Myers Squibb worth $19K as of Q1 2026.
Avion Wealth bought 38 Bristol-Myers Squibb shares in Q1 2026, an estimated $2.21K.
Bristol-Myers Squibb made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #339 holding.
Avion Wealth first reported a position in Bristol-Myers Squibb in Q3 2019 and has held it in 27 quarters since.
Avion Wealth's Bristol-Myers Squibb position peaked at $391K in Q2 2022.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.