BCWM
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Ball & Co Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Ball & Co 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 		$11K Buy
196
+2
+1% +$117 0.01% 57
2025
Q4 		$10K Buy
194
+3
+2% +$144 0.01% 55
2025
Q3 		$8K Sell
191
-207
-52% -$9.67K 0.01% 64
2025
Q2 		$18K Buy
398
+5
+1% +$245 0.02% 45
2025
Q1 		$23K Buy
393
+4
+1% +$233 0.02% 39
2024
Q4 		$22K Buy
+389
New +$21.7K 0.02% 41

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

Ball & Co Wealth Management's BMY Position: Q1 2026 in Review

Ball & Co Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 1% in Q1 2026, buying an estimated $117 and bringing the position to 196 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #57.

Ball & Co Wealth Management first reported a position in BMY in Q4 2024 and has held it in 6 quarters since. The position peaked at $23K in Q1 2025. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Ball & Co Wealth Management held 196 shares of Bristol-Myers Squibb worth $11K as of Q1 2026.
  • Ball & Co Wealth Management bought 2 Bristol-Myers Squibb shares in Q1 2026, an estimated $117.
  • Bristol-Myers Squibb made up 0.01% of Ball & Co Wealth Management's portfolio in Q1 2026, its #57 holding.
  • Ball & Co Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 6 quarters since.
  • Ball & Co Wealth Management's Bristol-Myers Squibb position peaked at $23K in Q1 2025.
  • 2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Ball & Co Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.