Beverly Hills Private Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Beverly Hills Private Wealth’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	$430K	Buy	7,092 +1,419	+25%	+$82.7K	0.07%	211
2025 Q4	$306K	Buy	5,673 +259	+5%	+$12.5K	0.05%	253
2025 Q3	$244K	Sell	5,414 -82	-1%	-$3.83K	0.04%	296
2025 Q2	$254K	Sell	5,496 -2,432	-31%	-$119K	0.05%	298
2025 Q1	$484K	Buy	7,928 +79	+1%	+$4.61K	0.1%	182
2024 Q4	$444K	Sell	7,849 -20	-0.3%	-$1.12K	0.09%	187
2024 Q3	$407K	Sell	7,869 -971	-11%	-$45.5K	0.08%	213
2024 Q2	$367K	Buy	8,840 +710	+9%	+$31.8K	0.08%	238
2024 Q1	$441K	Sell	8,130 -1,041	-11%	-$53K	0.1%	216
2023 Q4	$471K	Buy	9,171 +1,720	+23%	+$90.3K	0.12%	178
2023 Q3	$432K	Sell	7,451 -1,872	-20%	-$115K	0.13%	169
2023 Q2	$564K	Buy	9,323 +2,692	+41%	+$181K	0.09%	218
2023 Q1	$460K	Buy	+6,631	New	+$468K	0.14%	153

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

Beverly Hills Private Wealth's BMY Position: Q1 2026 in Review

Beverly Hills Private Wealth increased its Bristol-Myers Squibb (BMY) stake by 25% in Q1 2026, buying an estimated $82.7K and bringing the position to 7,092 shares worth $430K. The position accounts for 0.07% of the portfolio, ranked #211.

Beverly Hills Private Wealth first reported a position in BMY in Q1 2023 and has held it in 13 quarters since. The position peaked at $564K in Q2 2023. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Beverly Hills Private Wealth held 7,092 shares of Bristol-Myers Squibb worth $430K as of Q1 2026.
Beverly Hills Private Wealth bought 1,419 Bristol-Myers Squibb shares in Q1 2026, an estimated $82.7K.
Bristol-Myers Squibb made up 0.07% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #211 holding.
Beverly Hills Private Wealth first reported a position in Bristol-Myers Squibb in Q1 2023 and has held it in 13 quarters since.
Beverly Hills Private Wealth's Bristol-Myers Squibb position peaked at $564K in Q2 2023.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.