BankPlus Trust Department’s Bristol-Myers Squibb BMY Stock Holding History

BankPlus Trust Department’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	$1.92M	Sell	31,724 -4,358	-12%	-$254K	0.51%	46
2025 Q4	$1.95M	Buy	36,082 +1,983	+6%	+$95.4K	0.51%	47
2025 Q3	$1.54M	Sell	34,099 -162	-0.5%	-$7.57K	0.41%	60
2025 Q2	$1.59M	Buy	34,261 +3,585	+12%	+$176K	0.47%	53
2025 Q1	$1.87M	Buy	30,676 +3,320	+12%	+$194K	0.62%	38
2024 Q4	$1.55M	Buy	+27,356	New	+$1.53M	0.51%	47

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

BankPlus Trust Department's BMY Position: Q1 2026 in Review

BankPlus Trust Department reduced its Bristol-Myers Squibb (BMY) stake by 12% in Q1 2026, selling an estimated $254K and leaving 31,724 shares worth $1.92M. The position accounts for 0.51% of the portfolio, ranked #46.

BankPlus Trust Department first reported a position in BMY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.95M in Q4 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

BankPlus Trust Department held 31,724 shares of Bristol-Myers Squibb worth $1.92M as of Q1 2026.
BankPlus Trust Department sold 4,358 Bristol-Myers Squibb shares in Q1 2026, an estimated $254K.
Bristol-Myers Squibb made up 0.51% of BankPlus Trust Department's portfolio in Q1 2026, its #46 holding.
BankPlus Trust Department first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 6 quarters since.
BankPlus Trust Department's Bristol-Myers Squibb position peaked at $1.95M in Q4 2025.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.