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BCWM LLC’s Bristol-Myers Squibb BMY Stock Holding History

BCWM LLC’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 		$6.22M Sell
102,578
-6,883
-6% -$401K 1.76% 28
2025
Q4 		$5.9M Buy
109,461
+1,690
+2% +$81.3K 1.77% 24
2025
Q3 		$4.86M Buy
107,771
+1,700
+2% +$79.4K 1.46% 31
2025
Q2 		$4.91M Buy
106,071
+19,082
+22% +$937K 1.56% 27
2025
Q1 		$5.31M Sell
86,989
-23,290
-21% -$1.36M 1.84% 25
2024
Q4 		$6.24M Buy
+110,279
New +$6.16M 2.22% 20
2024
Q2 		$4.72M Buy
+113,658
New +$5.09M 1.7% 27
2018
Q2 		– Sell
-56,275
Closed -$3.56M – 74
2018
Q1 		$3.56M Sell
56,275
-8,224
-13% -$529K 1.51% 34
2017
Q4 		$3.95M Sell
64,499
-659
-1% -$41.2K 1.61% 29
2017
Q3 		$4.15M Buy
65,158
+150
+0.2% +$8.76K 1.74% 21
2017
Q2 		$3.62M Sell
65,008
-2,071
-3% -$113K 1.61% 30
2017
Q1 		$3.65M Sell
67,079
-432
-0.6% -$23.7K 1.64% 26
2016
Q4 		$3.95M Buy
67,511
+326
+0.5% +$17.8K 1.84% 21
2016
Q3 		$3.62M Buy
67,185
+2,341
+4% +$150K 1.68% 27
2016
Q2 		$4.77M Buy
64,844
+487
+0.8% +$34.4K 2.29% 7
2016
Q1 		$4.11M Buy
64,357
+29,938
+87% +$1.89M 2.28% 9
2015
Q4 		$2.37M Sell
34,419
-504
-1% -$33.3K 1.43% 30
2015
Q3 		$2.07M Sell
34,923
-9,179
-21% -$582K 1.02% 42
2015
Q2 		$2.94M Sell
44,102
-16,682
-27% -$1.1M 1.23% 30
2015
Q1 		$39.2M Buy
60,784
+741
+1% +$46.4K 1.82% 15
2014
Q4 		$35.4M Sell
60,043
-3,906
-6% -$220K 1.71% 18
2014
Q3 		$32.7K Sell
63,949
-1,233
-2% -$61.6K 1.64% 20
2014
Q2 		$3.16M Buy
65,182
+2,915
+5% +$144K 1.61% 23
2014
Q1 		$3.23M Buy
62,267
+2,360
+4% +$126K 1.7% 24
2013
Q4 		$3.18M Sell
59,907
-456
-0.8% -$23.2K 1.8% 22
2013
Q3 		$2.79M Sell
60,363
-16,018
-21% -$703K 1.71% 21
2013
Q2 		$3.41M Buy
+76,381
New +$3.32M 2.07% 11

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

BCWM LLC's BMY Position: Q1 2026 in Review

BCWM LLC reduced its Bristol-Myers Squibb (BMY) stake by 6.3% in Q1 2026, selling an estimated $401K and leaving 102,578 shares worth $6.22M. The position accounts for 1.76% of the portfolio, ranked #28.

BCWM LLC first reported a position in BMY in Q2 2013 and has held it in 27 quarters since. The position peaked at $39.2M in Q1 2015. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • BCWM LLC held 102,578 shares of Bristol-Myers Squibb worth $6.22M as of Q1 2026.
  • BCWM LLC sold 6,883 Bristol-Myers Squibb shares in Q1 2026, an estimated $401K.
  • Bristol-Myers Squibb made up 1.76% of BCWM LLC's portfolio in Q1 2026, its #28 holding.
  • BCWM LLC first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 27 quarters since.
  • BCWM LLC's Bristol-Myers Squibb position peaked at $39.2M in Q1 2015.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on BCWM LLC's 13F filing for Q1 2026, filed 14 May 2026.