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

Beacon Pointe 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 		$14.9M Buy
246,068
+64,933
+36% +$3.79M 0.08% 229
2025
Q4 		$9.77M Buy
181,135
+7,105
+4% +$342K 0.07% 262
2025
Q3 		$7.85M Sell
174,030
-25,130
-13% -$1.17M 0.07% 274
2025
Q2 		$9.22M Sell
199,160
-9,740
-5% -$478K 0.1% 193
2025
Q1 		$12.7M Buy
208,900
+1,579
+0.8% +$92K 0.14% 145
2024
Q4 		$11.7M Sell
207,321
-7,300
-3% -$408K 0.13% 150
2024
Q3 		$11.1M Sell
214,621
-13,675
-6% -$642K 0.13% 154
2024
Q2 		$9.48M Sell
228,296
-46,875
-17% -$2.1M 0.11% 164
2024
Q1 		$14.9M Sell
275,171
-35,770
-12% -$1.82M 0.17% 134
2023
Q4 		$16M Sell
310,941
-59,517
-16% -$3.12M 0.19% 124
2023
Q3 		$21.5M Buy
370,458
+71,812
+24% +$4.4M 0.27% 88
2023
Q2 		$19.1M Sell
298,646
-57,969
-16% -$3.89M 0.31% 74
2023
Q1 		$24.7M Buy
356,615
+28,789
+9% +$2.03M 0.42% 53
2022
Q4 		$23.6M Buy
327,826
+10,664
+3% +$804K 0.46% 52
2022
Q3 		$22.5M Buy
317,162
+8,956
+3% +$650K 0.5% 43
2022
Q2 		$23.7M Sell
308,206
-1,339
-0.4% -$102K 0.5% 43
2022
Q1 		$22.6M Buy
309,545
+89,500
+41% +$6.01M 0.31% 75
2021
Q4 		$13.7M Sell
220,045
-79,168
-26% -$4.64M 0.36% 67
2021
Q3 		$17.7M Buy
299,213
+149,546
+100% +$9.85M 0.44% 55
2021
Q2 		$10M Buy
149,667
+129,164
+630% +$8.42M 0.35% 67
2021
Q1 		$1.29M Sell
20,503
-6,142
-23% -$382K 0.08% 188
2020
Q4 		$1.65M Buy
26,645
+4,072
+18% +$250K 0.11% 146
2020
Q3 		$1.36M Buy
22,573
+2,760
+14% +$166K 0.13% 137
2020
Q2 		$1.17M Buy
19,813
+5,846
+42% +$350K 0.12% 147
2020
Q1 		$781K Buy
13,967
+5,696
+69% +$348K 0.12% 143
2019
Q4 		$529K Buy
8,271
+2,827
+52% +$162K 0.16% 124
2019
Q3 		$276K Sell
5,444
-2,689
-33% -$126K 0.12% 138
2019
Q2 		$368K Buy
8,133
+947
+13% +$44.1K 0.13% 142
2019
Q1 		$343K Sell
7,186
-16
-0.2% -$797 0.13% 141
2018
Q4 		$374K Buy
+7,202
New +$387K 0.23% 109

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 Pointe Advisors's BMY Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Bristol-Myers Squibb (BMY) stake by 36% in Q1 2026, buying an estimated $3.79M and bringing the position to 246,068 shares worth $14.9M. The position accounts for 0.08% of the portfolio, ranked #229.

Beacon Pointe Advisors first reported a position in BMY in Q4 2018 and has held it in 30 quarters since. The position peaked at $24.7M in Q1 2023. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Beacon Pointe Advisors held 246,068 shares of Bristol-Myers Squibb worth $14.9M as of Q1 2026.
  • Beacon Pointe Advisors bought 64,933 Bristol-Myers Squibb shares in Q1 2026, an estimated $3.79M.
  • Bristol-Myers Squibb made up 0.08% of Beacon Pointe Advisors's portfolio in Q1 2026, its #229 holding.
  • Beacon Pointe Advisors first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 30 quarters since.
  • Beacon Pointe Advisors's Bristol-Myers Squibb position peaked at $24.7M in Q1 2023.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.