Bell & Brown Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Bell & Brown Wealth 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	$2.54M	Buy	41,839 +63	+0.2%	+$3.67K	0.82%	45
2025 Q4	$2.25M	Sell	41,776 -915	-2%	-$44K	0.73%	43
2025 Q3	$1.93M	Buy	42,691 +224	+0.5%	+$10.5K	0.63%	45
2025 Q2	$1.97M	Sell	42,467 -205	-0.5%	-$10.1K	0.7%	45
2025 Q1	$2.6M	Buy	42,672 +1,352	+3%	+$78.8K	1.01%	41
2024 Q4	$2.34M	Buy	41,320 +1,099	+3%	+$61.4K	0.87%	43
2024 Q3	$2.08M	Buy	40,221 +52	+0.1%	+$2.44K	0.81%	45
2024 Q2	$1.67M	Buy	40,169 +3,626	+10%	+$162K	0.64%	49
2024 Q1	$1.98M	Sell	36,543 -14,009	-28%	-$714K	0.85%	45
2023 Q4	$2.59M	Buy	+50,552	New	+$2.65M	1.2%	36
2023 Q2	$3.75M	Buy	58,708 +636	+1%	+$42.6K	1.88%	21
2023 Q1	$4.02M	Sell	58,072 -782	-1%	-$55.2K	2.14%	18
2022 Q4	$4.23M	Sell	58,854 -245	-0.4%	-$18.5K	2.33%	14
2022 Q3	$4.2M	Sell	59,099 -1,489	-2%	-$108K	2.59%	10
2022 Q2	$4.67M	Sell	60,588 -773	-1%	-$58.9K	2.49%	10
2022 Q1	$4.48M	Sell	61,361 -231	-0.4%	-$15.5K	2.03%	20
2021 Q4	$4.13M	Buy	61,592 +5,758	+10%	+$338K	1.99%	19
2021 Q3	$3.3M	Buy	+55,834	New	+$3.68M	1.78%	23
2020 Q3	$3.05M	Buy	50,581 +1,351	+3%	+$81.3K	2.21%	17
2020 Q2	$2.94M	Buy	49,230 +10,861	+28%	+$650K	2.3%	16
2020 Q1	$2.38M	Sell	38,369 -2,961	-7%	-$181K	2.21%	17
2019 Q4	$2.75M	Buy	41,330 +19,728	+91%	+$1.13M	2.05%	15
2019 Q3	$1.09M	Sell	21,602 -1,007	-4%	-$47.3K	0.9%	48
2019 Q2	$1.02M	Sell	22,609 -147	-0.6%	-$6.85K	0.9%	50
2019 Q1	$1.09M	Sell	22,756 -7,026	-24%	-$350K	0.99%	41
2018 Q4	$1.55M	Buy	29,782 +1,278	+4%	+$68.7K	1.66%	26
2018 Q3	$1.44M	Sell	28,504 -77	-0.3%	-$4.57K	1.34%	30
2018 Q2	$1.58M	Buy	28,581 +725	+3%	+$39.2K	1.56%	24
2018 Q1	$1.44M	Sell	27,856 -563	-2%	-$36.2K	1.52%	25
2017 Q4	$1.74M	Buy	+28,419	New	+$1.78M	1.81%	15

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

Bell & Brown Wealth Advisors's BMY Position: Q1 2026 in Review

Bell & Brown Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 0.15% in Q1 2026, buying an estimated $3.67K and bringing the position to 41,839 shares worth $2.54M. The position accounts for 0.82% of the portfolio, ranked #45.

Bell & Brown Wealth Advisors first reported a position in BMY in Q4 2017 and has held it in 30 quarters since. The position peaked at $4.67M in Q2 2022. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Bell & Brown Wealth Advisors held 41,839 shares of Bristol-Myers Squibb worth $2.54M as of Q1 2026.
Bell & Brown Wealth Advisors bought 63 Bristol-Myers Squibb shares in Q1 2026, an estimated $3.67K.
Bristol-Myers Squibb made up 0.82% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #45 holding.
Bell & Brown Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 30 quarters since.
Bell & Brown Wealth Advisors's Bristol-Myers Squibb position peaked at $4.67M in Q2 2022.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.