BPWM
BMY icon

Badgley Phelps Wealth Managers’s Bristol-Myers Squibb BMY Stock Holding History

Badgley Phelps Wealth Managers’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 		$1.64M Buy
27,117
+3,200
+13% +$187K 0.03% 175
2025
Q4 		$1.29M Buy
23,917
+738
+3% +$35.5K 0.02% 181
2025
Q3 		$1.05M Buy
23,179
+26
+0.1% +$1.21K 0.02% 177
2025
Q2 		$1.07M Sell
23,153
-740
-3% -$36.3K 0.02% 173
2025
Q1 		$1.46M Sell
23,893
-612
-2% -$35.7K 0.04% 162
2024
Q4 		$1.39M Buy
24,505
+1,283
+6% +$71.7K 0.03% 161
2024
Q3 		$1.2M Sell
23,222
-643
-3% -$30.2K 0.03% 162
2024
Q2 		$991K Sell
23,865
-1,700
-7% -$76.1K 0.02% 167
2024
Q1 		$1.39M Sell
25,565
-4,366
-15% -$222K 0.03% 153
2023
Q4 		$1.54M Sell
29,931
-250,919
-89% -$13.2M 0.04% 144
2023
Q3 		$16.3M Buy
280,850
+1,923
+0.7% +$118K 0.56% 62
2023
Q2 		$17.8M Buy
278,927
+8,318
+3% +$558K 0.59% 56
2023
Q1 		$18.8M Buy
270,609
+5,633
+2% +$397K 0.69% 48
2022
Q4 		$19.1M Buy
264,976
+5,366
+2% +$405K 0.76% 41
2022
Q3 		$18.5M Buy
259,610
+3,148
+1% +$228K 0.79% 39
2022
Q2 		$19.7M Sell
256,462
-91
-0% -$6.93K 0.81% 40
2022
Q1 		$18.7M Buy
256,553
+249,611
+3,596% +$16.8M 0.65% 50
2021
Q4 		$433K Sell
6,942
-218
-3% -$12.8K 0.01% 166
2021
Q3 		$424K Buy
+7,160
New +$472K 0.02% 164

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

Badgley Phelps Wealth Managers's BMY Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its Bristol-Myers Squibb (BMY) stake by 13% in Q1 2026, buying an estimated $187K and bringing the position to 27,117 shares worth $1.64M. The position accounts for 0.03% of the portfolio, ranked #175.

Badgley Phelps Wealth Managers first reported a position in BMY in Q3 2021 and has held it in 19 quarters since. The position peaked at $19.7M in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Badgley Phelps Wealth Managers held 27,117 shares of Bristol-Myers Squibb worth $1.64M as of Q1 2026.
  • Badgley Phelps Wealth Managers bought 3,200 Bristol-Myers Squibb shares in Q1 2026, an estimated $187K.
  • Bristol-Myers Squibb made up 0.03% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #175 holding.
  • Badgley Phelps Wealth Managers first reported a position in Bristol-Myers Squibb in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's Bristol-Myers Squibb position peaked at $19.7M in Q2 2022.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.