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Axim Planning & Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Axim Planning & 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 		$450K Sell
7,427
-5,175
-41% -$302K 0.55% 35
2025
Q4 		$680K Buy
+12,602
New +$606K 0.72% 22

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

Axim Planning & Wealth's BMY Position: Q1 2026 in Review

Axim Planning & Wealth reduced its Bristol-Myers Squibb (BMY) stake by 41% in Q1 2026, selling an estimated $302K and leaving 7,427 shares worth $450K. The position accounts for 0.55% of the portfolio, ranked #35.

Axim Planning & Wealth first reported a position in BMY in Q4 2025 and has held it in 2 quarters since. The position peaked at $680K in Q4 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Axim Planning & Wealth held 7,427 shares of Bristol-Myers Squibb worth $450K as of Q1 2026.
  • Axim Planning & Wealth sold 5,175 Bristol-Myers Squibb shares in Q1 2026, an estimated $302K.
  • Bristol-Myers Squibb made up 0.55% of Axim Planning & Wealth's portfolio in Q1 2026, its #35 holding.
  • Axim Planning & Wealth first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 2 quarters since.
  • Axim Planning & Wealth's Bristol-Myers Squibb position peaked at $680K in Q4 2025.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.