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Beacon Financial Advisory’s Bristol-Myers Squibb BMY Stock Holding History

Beacon Financial Advisory’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 		$207K Sell
3,408
-15,966
-82% -$931K 0.05% 389
2025
Q4 		$1.05M Sell
19,374
-263
-1% -$12.7K 0.24% 106
2025
Q3 		$886K Sell
19,637
-56
-0.3% -$2.62K 0.21% 138
2025
Q2 		$912K Buy
19,693
+135
+0.7% +$6.63K 0.24% 117
2025
Q1 		$1.19M Sell
19,558
-911
-4% -$53.1K 0.36% 72
2024
Q4 		$1.16M Sell
20,469
-626
-3% -$35K 0.38% 68
2024
Q3 		$1.09M Sell
21,095
-364
-2% -$17.1K 0.37% 70
2024
Q2 		$891K Buy
21,459
+3,723
+21% +$167K 0.33% 87
2024
Q1 		$962K Buy
17,736
+4,290
+32% +$219K 0.47% 58
2023
Q4 		$690K Sell
13,446
-109
-0.8% -$5.72K 0.33% 92
2023
Q3 		$787K Buy
13,555
+426
+3% +$26.1K 0.43% 69
2023
Q2 		$840K Buy
13,129
+650
+5% +$43.6K 0.48% 63
2023
Q1 		$865K Buy
12,479
+812
+7% +$57.3K 0.55% 53
2022
Q4 		$839K Buy
11,667
+514
+5% +$38.8K 0.6% 48
2022
Q3 		$793K Sell
11,153
-70
-0.6% -$5.08K 0.57% 49
2022
Q2 		$864K Buy
11,223
+843
+8% +$64.2K 0.49% 58
2022
Q1 		$758K Buy
10,380
+116
+1% +$7.79K 0.36% 87
2021
Q4 		$640K Sell
10,264
-171
-2% -$10K 0.3% 105
2021
Q3 		$617K Buy
10,435
+14
+0.1% +$922 0.32% 102
2021
Q2 		$696K Sell
10,421
-385
-4% -$25.1K 0.37% 89
2021
Q1 		$682K Buy
10,806
+3,076
+40% +$191K 0.39% 90
2020
Q4 		$479K Buy
7,730
+161
+2% +$9.9K 0.31% 104
2020
Q3 		$456K Buy
7,569
+423
+6% +$25.5K 0.4% 81
2020
Q2 		$420K Buy
7,146
+440
+7% +$26.3K 0.46% 68
2020
Q1 		$373K Buy
+6,706
New +$410K 0.47% 69

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

Beacon Financial Advisory's BMY Position: Q1 2026 in Review

Beacon Financial Advisory reduced its Bristol-Myers Squibb (BMY) stake by 82% in Q1 2026, selling an estimated $931K and leaving 3,408 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #389.

Beacon Financial Advisory first reported a position in BMY in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.19M in Q1 2025. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Beacon Financial Advisory held 3,408 shares of Bristol-Myers Squibb worth $207K as of Q1 2026.
  • Beacon Financial Advisory sold 15,966 Bristol-Myers Squibb shares in Q1 2026, an estimated $931K.
  • Bristol-Myers Squibb made up 0.05% of Beacon Financial Advisory's portfolio in Q1 2026, its #389 holding.
  • Beacon Financial Advisory first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 25 quarters since.
  • Beacon Financial Advisory's Bristol-Myers Squibb position peaked at $1.19M in Q1 2025.
  • 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.