Bellwether Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Bellwether 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	$1.89M	Buy	+31,105	New	+$1.81M	0.32%	71
2023 Q4	–	Sell	-23,584	Closed	-$1.37M	–	117
2023 Q3	$1.37M	Sell	23,584 -428	-2%	-$26.2K	0.37%	61
2023 Q2	$1.54M	Sell	24,012 -68	-0.3%	-$4.56K	0.45%	40
2023 Q1	$1.67M	Sell	24,080 -1,565	-6%	-$110K	0.46%	55
2022 Q4	$1.85M	Sell	25,645 -5,994	-19%	-$452K	0.54%	40
2022 Q3	$2.25M	Buy	31,639 +208	+0.7%	+$15.1K	0.74%	32
2022 Q2	$2.42M	Sell	31,431 -491	-2%	-$37.4K	0.78%	32
2022 Q1	$2.33M	Hold	31,922	–	–	0.69%	34
2021 Q4	$1.99M	Sell	31,922 -2,429	-7%	-$142K	0.62%	33
2021 Q3	$2.03M	Sell	34,351 -1,134	-3%	-$74.7K	0.68%	34
2021 Q2	$2.37M	Sell	35,485 -5,677	-14%	-$370K	0.82%	32
2021 Q1	$2.6M	Sell	41,162 -3,942	-9%	-$245K	1.03%	28
2020 Q4	$2.8M	Buy	+45,104	New	+$2.77M	1.23%	23

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

Bellwether Advisors's BMY Position: Q1 2026 in Review

Bellwether Advisors opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 31,105 shares worth $1.89M. The stake represents 0.32% of the portfolio and ranks #71 among its holdings. This is a return to the name: Bellwether Advisors previously reported a position in BMY as recently as Q3 2023.

Bellwether Advisors first reported a position in BMY in Q4 2020 and has held it in 13 quarters since. The position peaked at $2.8M in Q4 2020. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Bellwether Advisors held 31,105 shares of Bristol-Myers Squibb worth $1.89M as of Q1 2026.
Bristol-Myers Squibb was a new Bellwether Advisors position in Q1 2026.
Bristol-Myers Squibb made up 0.32% of Bellwether Advisors's portfolio in Q1 2026, its #71 holding.
Bellwether Advisors first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 13 quarters since.
Bellwether Advisors's Bristol-Myers Squibb position peaked at $2.8M in Q4 2020.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.