Blue Bell Private Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Blue Bell Private Wealth Management’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	$48.4K	Buy	798 +2	+0.3%	+$117	0.01%	415
2025 Q4	$42.9K	Buy	796 +303	+61%	+$14.6K	0.01%	420
2025 Q3	$22.2K	Sell	493 -286	-37%	-$13.4K	﹤0.01%	472
2025 Q2	$36.1K	Buy	779 +354	+83%	+$17.4K	0.01%	417
2025 Q1	$25.9K	Sell	425 -100	-19%	-$5.83K	﹤0.01%	439
2024 Q4	$29.7K	Sell	525 -107	-17%	-$5.98K	0.01%	414
2024 Q3	$32.7K	Buy	632 +107	+20%	+$5.02K	0.01%	412
2024 Q2	$21.8K	Sell	525 -30	-5%	-$1.34K	﹤0.01%	450
2024 Q1	$30.1K	Buy	555 +30	+6%	+$1.53K	0.01%	412
2023 Q4	$26.9K	Hold	525	–	–	0.01%	395
2023 Q3	$30.5K	Buy	525 +200	+62%	+$12.3K	0.01%	315
2023 Q2	$20.8K	Hold	325	–	–	0.01%	348
2023 Q1	$22.5K	Hold	325	–	–	0.01%	303
2022 Q4	$23.4K	Hold	325	–	–	0.01%	295
2022 Q3	$23K	Hold	325	–	–	0.01%	286
2022 Q2	$25K	Hold	325	–	–	0.01%	284
2022 Q1	$24K	Hold	325	–	–	0.01%	300
2021 Q4	$20K	Buy	+325	New	+$19.1K	0.01%	306
2016 Q4	–	Sell	-300	Closed	-$17K	–	281
2016 Q3	$17K	Hold	300	–	–	0.01%	306
2016 Q2	$23K	Hold	300	–	–	0.01%	272
2016 Q1	$19K	Sell	300 -92	-23%	-$5.8K	0.01%	302
2015 Q4	$27K	Hold	392	–	–	0.02%	276
2015 Q3	$23K	Hold	392	–	–	0.02%	292
2015 Q2	$26K	Hold	392	–	–	0.02%	285
2015 Q1	$25K	Sell	392 -332	-46%	-$20.8K	0.02%	285
2014 Q4	$42K	Hold	724	–	–	0.02%	241
2014 Q3	$37K	Hold	724	–	–	0.02%	265
2014 Q2	$35K	Hold	724	–	–	0.02%	262
2014 Q1	$38K	Hold	724	–	–	0.03%	219
2013 Q4	$38K	Buy	+724	New	+$36.9K	0.03%	220

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

Blue Bell Private Wealth Management's BMY Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 0.25% in Q1 2026, buying an estimated $117 and bringing the position to 798 shares worth $48.4K. The position accounts for 0.01% of the portfolio, ranked #415.

Blue Bell Private Wealth Management first reported a position in BMY in Q4 2013 and has held it in 30 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Blue Bell Private Wealth Management held 798 shares of Bristol-Myers Squibb worth $48.4K as of Q1 2026.
Blue Bell Private Wealth Management bought 2 Bristol-Myers Squibb shares in Q1 2026, an estimated $117.
Bristol-Myers Squibb made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #415 holding.
Blue Bell Private Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2013 and has held it in 30 quarters since.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.