Boreal Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Boreal Capital 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	$205K	Hold	3,385	–	–	0.17%	118
2025 Q4	$183K	Hold	3,385	–	–	0.14%	131
2025 Q3	$153K	Hold	3,385	–	–	0.12%	142
2025 Q2	$157K	Buy	+3,385	New	+$166K	0.13%	143

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

Boreal Capital Management's BMY Position: Q1 2026 in Review

Boreal Capital Management held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 3,385 shares worth $205K. The position accounts for 0.17% of the portfolio, ranked #118.

Boreal Capital Management first reported a position in BMY in Q2 2025 and has held it in 4 quarters since. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Boreal Capital Management held 3,385 shares of Bristol-Myers Squibb worth $205K as of Q1 2026.
Boreal Capital Management left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 0.17% of Boreal Capital Management's portfolio in Q1 2026, its #118 holding.
Boreal Capital Management first reported a position in Bristol-Myers Squibb in Q2 2025 and has held it in 4 quarters since.
2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.