Beacon Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Beacon Investment Advisors’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	$634K	Sell	10,448 -46	-0.4%	-$2.68K	0.24%	92
2025 Q4	$566K	Sell	10,494 -10	-0.1%	-$481	0.23%	94
2025 Q3	$474K	Buy	10,504 +1	+0%	+$47	0.19%	106
2025 Q2	$487K	Buy	10,503 +9	+0.1%	+$442	0.21%	103
2025 Q1	$640K	Buy	10,494 +62	+0.6%	+$3.61K	0.3%	87
2024 Q4	$590K	Buy	10,432 +8	+0.1%	+$447	0.28%	86
2024 Q3	$539K	Buy	10,424 +8	+0.1%	+$375	0.26%	96
2024 Q2	$433K	Buy	+10,416	New	+$466K	0.22%	104

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 Investment Advisors's BMY Position: Q1 2026 in Review

Beacon Investment Advisors reduced its Bristol-Myers Squibb (BMY) stake by 0.44% in Q1 2026, selling an estimated $2.68K and leaving 10,448 shares worth $634K. The position accounts for 0.24% of the portfolio, ranked #92.

Beacon Investment Advisors first reported a position in BMY in Q2 2024 and has held it in 8 quarters since. The position peaked at $640K in Q1 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Beacon Investment Advisors held 10,448 shares of Bristol-Myers Squibb worth $634K as of Q1 2026.
Beacon Investment Advisors sold 46 Bristol-Myers Squibb shares in Q1 2026, an estimated $2.68K.
Bristol-Myers Squibb made up 0.24% of Beacon Investment Advisors's portfolio in Q1 2026, its #92 holding.
Beacon Investment Advisors first reported a position in Bristol-Myers Squibb in Q2 2024 and has held it in 8 quarters since.
Beacon Investment Advisors's Bristol-Myers Squibb position peaked at $640K in Q1 2025.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.