BFG
BMY icon

Berger Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Berger Financial Group’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 		$244K Sell
4,029
-181
-4% -$10.6K 0.01% 405
2025
Q4 		$227K Sell
4,210
-1,055
-20% -$50.8K 0.01% 428
2025
Q3 		$237K Sell
5,265
-1,172
-18% -$54.7K 0.01% 396
2025
Q2 		$298K Sell
6,437
-1,293
-17% -$63.5K 0.02% 341
2025
Q1 		$471K Sell
7,730
-96,292
-93% -$5.61M 0.03% 266
2024
Q4 		$5.88M Buy
104,022
+1,498
+1% +$83.7K 0.41% 57
2024
Q3 		$5.3M Buy
102,524
+221
+0.2% +$10.4K 0.38% 63
2024
Q2 		$4.25M Buy
102,303
+328
+0.3% +$14.7K 0.34% 80
2024
Q1 		$5.53M Buy
101,975
+96,304
+1,698% +$4.91M 0.46% 56
2023
Q4 		$291K Sell
5,671
-783
-12% -$41.1K 0.03% 234
2023
Q3 		$375K Sell
6,454
-253
-4% -$15.5K 0.04% 180
2023
Q2 		$429K Sell
6,707
-70
-1% -$4.69K 0.05% 174
2023
Q1 		$470K Buy
6,777
+657
+11% +$46.3K 0.06% 162
2022
Q4 		$440K Sell
6,120
-105
-2% -$7.92K 0.06% 165
2022
Q3 		$443K Buy
6,225
+163
+3% +$11.8K 0.07% 151
2022
Q2 		$467K Sell
6,062
-136
-2% -$10.4K 0.07% 145
2022
Q1 		$453K Sell
6,198
-164
-3% -$11K 0.06% 155
2021
Q4 		$397K Buy
6,362
+2,564
+68% +$150K 0.05% 176
2021
Q3 		$225K Buy
3,798
+197
+5% +$13K 0.04% 191
2021
Q2 		$241K Sell
3,601
-415
-10% -$27.1K 0.04% 182
2021
Q1 		$254K Sell
4,016
-80
-2% -$4.98K 0.06% 164
2020
Q4 		$254K Buy
+4,096
New +$252K 0.04% 177

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

Berger Financial Group's BMY Position: Q1 2026 in Review

Berger Financial Group reduced its Bristol-Myers Squibb (BMY) stake by 4.3% in Q1 2026, selling an estimated $10.6K and leaving 4,029 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #405.

Berger Financial Group first reported a position in BMY in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.88M in Q4 2024. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Berger Financial Group held 4,029 shares of Bristol-Myers Squibb worth $244K as of Q1 2026.
  • Berger Financial Group sold 181 Bristol-Myers Squibb shares in Q1 2026, an estimated $10.6K.
  • Bristol-Myers Squibb made up 0.01% of Berger Financial Group's portfolio in Q1 2026, its #405 holding.
  • Berger Financial Group first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's Bristol-Myers Squibb position peaked at $5.88M in Q4 2024.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.