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Bay Harbor Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Bay Harbor 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 		$15.2K Buy
251
+86
+52% +$5.01K ﹤0.01% 171
2025
Q4 		$8.9K Buy
165
+95
+136% +$4.57K ﹤0.01% 195
2025
Q3 		$3.16K Sell
70
-12
-15% -$560 ﹤0.01% 285
2025
Q2 		$3.79K Buy
82
+48
+141% +$2.36K ﹤0.01% 203
2025
Q1 		$2.07K Sell
34
-214
-86% -$12.5K ﹤0.01% 188
2024
Q4 		$14K Buy
+248
New +$13.9K ﹤0.01% 121
2024
Q2 		– Sell
-947
Closed -$51.4K – 168
2024
Q1 		$51.4K Buy
947
+81
+9% +$4.13K 0.02% 105
2023
Q4 		$44.4K Buy
+866
New +$45.5K 0.02% 104
2023
Q3 		– Sell
-1,054
Closed -$67.4K – 166
2023
Q2 		$67.4K Sell
1,054
-80
-7% -$5.36K 0.03% 76
2023
Q1 		$78.6K Buy
1,134
+3
+0.3% +$212 0.03% 66
2022
Q4 		$81K Buy
1,131
+141
+14% +$10.6K 0.04% 62
2022
Q3 		$70K Buy
+990
New +$71.8K 0.03% 62
2021
Q3 		– Sell
-1,194
Closed -$80K – 211
2021
Q2 		$80K Buy
1,194
+10
+0.8% +$652 0.03% 94
2021
Q1 		$75K Sell
1,184
-488
-29% -$30.4K 0.03% 94
2020
Q4 		$104K Sell
1,672
-647
-28% -$39.8K 0.05% 100
2020
Q3 		$140K Buy
2,319
+99
+4% +$5.96K 0.07% 99
2020
Q2 		$131K Buy
2,220
+1,474
+198% +$88.2K 0.07% 107
2020
Q1 		$42K Sell
746
-2,947
-80% -$180K 0.03% 145
2019
Q4 		$237K Sell
3,693
-1,541
-29% -$88.3K 0.13% 85
2019
Q3 		$266K Buy
5,234
+4,384
+516% +$206K 0.16% 80
2019
Q2 		$39K Buy
850
+62
+8% +$2.89K 0.02% 183
2019
Q1 		$38K Sell
788
-74
-9% -$3.69K 0.03% 185
2018
Q4 		$45K Buy
+862
New +$46.3K 0.04% 160

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

Bay Harbor Wealth Management's BMY Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 52% in Q1 2026, buying an estimated $5.01K and bringing the position to 251 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #171.

Bay Harbor Wealth Management first reported a position in BMY in Q4 2018 and has held it in 23 quarters since. The position peaked at $266K in Q3 2019. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Bay Harbor Wealth Management held 251 shares of Bristol-Myers Squibb worth $15.2K as of Q1 2026.
  • Bay Harbor Wealth Management bought 86 Bristol-Myers Squibb shares in Q1 2026, an estimated $5.01K.
  • Bristol-Myers Squibb made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #171 holding.
  • Bay Harbor Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 23 quarters since.
  • Bay Harbor Wealth Management's Bristol-Myers Squibb position peaked at $266K in Q3 2019.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.