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BridgePort Financial Solutions’s Bristol-Myers Squibb BMY Stock Holding History

BridgePort Financial Solutions’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 		$822K Sell
13,547
-2,474
-15% -$144K 0.23% 85
2025
Q4 		$864K Buy
16,021
+11,143
+228% +$536K 0.23% 83
2025
Q3 		$220K Buy
+4,878
New +$228K 0.06% 219
2025
Q2 		– Sell
-3,317
Closed -$202K – 199
2025
Q1 		$202K Buy
+3,317
New +$193K 0.09% 156

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

BridgePort Financial Solutions's BMY Position: Q1 2026 in Review

BridgePort Financial Solutions reduced its Bristol-Myers Squibb (BMY) stake by 15% in Q1 2026, selling an estimated $144K and leaving 13,547 shares worth $822K. The position accounts for 0.23% of the portfolio, ranked #85.

BridgePort Financial Solutions first reported a position in BMY in Q1 2025 and has held it in 4 quarters since. The position peaked at $864K in Q4 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • BridgePort Financial Solutions held 13,547 shares of Bristol-Myers Squibb worth $822K as of Q1 2026.
  • BridgePort Financial Solutions sold 2,474 Bristol-Myers Squibb shares in Q1 2026, an estimated $144K.
  • Bristol-Myers Squibb made up 0.23% of BridgePort Financial Solutions's portfolio in Q1 2026, its #85 holding.
  • BridgePort Financial Solutions first reported a position in Bristol-Myers Squibb in Q1 2025 and has held it in 4 quarters since.
  • BridgePort Financial Solutions's Bristol-Myers Squibb position peaked at $864K in Q4 2025.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.