Beacon Bridge Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

Beacon Bridge Wealth Partners’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	$319K	Buy	5,252 +31	+0.6%	+$1.81K	0.11%	87
2025 Q4	$282K	Sell	5,221 -354	-6%	-$17K	0.09%	86
2025 Q3	$251K	Sell	5,575 -7	-0.1%	-$327	0.09%	80
2025 Q2	$258K	Buy	5,582 +30	+0.5%	+$1.47K	0.1%	75
2025 Q1	$339K	Buy	5,552 +25	+0.5%	+$1.46K	0.14%	71
2024 Q4	$313K	Hold	5,527	–	–	0.13%	72
2024 Q3	$286K	Hold	5,527	–	–	0.12%	75
2024 Q2	$230K	Hold	5,527	–	–	0.11%	83
2024 Q1	$300K	Hold	5,527	–	–	0.14%	80
2023 Q4	$284K	Hold	5,527	–	–	0.14%	75
2023 Q3	$321K	Hold	5,527	–	–	0.17%	63
2023 Q2	$353K	Hold	5,527	–	–	0.18%	54
2023 Q1	$383K	Hold	5,527	–	–	0.23%	46
2022 Q4	$398K	Buy	+5,527	New	+$417K	0.29%	44

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

Beacon Bridge Wealth Partners's BMY Position: Q1 2026 in Review

Beacon Bridge Wealth Partners increased its Bristol-Myers Squibb (BMY) stake by 0.59% in Q1 2026, buying an estimated $1.81K and bringing the position to 5,252 shares worth $319K. The position accounts for 0.11% of the portfolio, ranked #87.

Beacon Bridge Wealth Partners first reported a position in BMY in Q4 2022 and has held it in 14 quarters since. The position peaked at $398K in Q4 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Beacon Bridge Wealth Partners held 5,252 shares of Bristol-Myers Squibb worth $319K as of Q1 2026.
Beacon Bridge Wealth Partners bought 31 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.81K.
Bristol-Myers Squibb made up 0.11% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #87 holding.
Beacon Bridge Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 14 quarters since.
Beacon Bridge Wealth Partners's Bristol-Myers Squibb position peaked at $398K in Q4 2022.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.