BGAI
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Bruce G. Allen Investments’s Bristol-Myers Squibb BMY Stock Holding History

Bruce G. Allen Investments’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 		$105K Buy
1,738
+253
+17% +$14.7K 0.07% 151
2025
Q4 		$80.1K Sell
1,485
-1,408
-49% -$67.7K 0.05% 195
2025
Q3 		$130K Sell
2,893
-279
-9% -$13K 0.09% 123
2025
Q2 		$147K Sell
3,172
-261
-8% -$12.8K 0.11% 104
2025
Q1 		$209K Sell
3,433
-105
-3% -$6.12K 0.17% 72
2024
Q4 		$200K Buy
3,538
+133
+4% +$7.43K 0.16% 70
2024
Q3 		$176K Buy
3,405
+614
+22% +$28.8K 0.14% 93
2024
Q2 		$116K Sell
2,791
-694
-20% -$31.1K 0.1% 133
2024
Q1 		$189K Buy
3,485
+732
+27% +$37.3K 0.16% 81
2023
Q4 		$141K Buy
+2,753
New +$145K 0.13% 102

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

Bruce G. Allen Investments's BMY Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Bristol-Myers Squibb (BMY) stake by 17% in Q1 2026, buying an estimated $14.7K and bringing the position to 1,738 shares worth $105K. The position accounts for 0.07% of the portfolio, ranked #151.

Bruce G. Allen Investments first reported a position in BMY in Q4 2023 and has held it in 10 quarters since. The position peaked at $209K in Q1 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Bruce G. Allen Investments held 1,738 shares of Bristol-Myers Squibb worth $105K as of Q1 2026.
  • Bruce G. Allen Investments bought 253 Bristol-Myers Squibb shares in Q1 2026, an estimated $14.7K.
  • Bristol-Myers Squibb made up 0.07% of Bruce G. Allen Investments's portfolio in Q1 2026, its #151 holding.
  • Bruce G. Allen Investments first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Bristol-Myers Squibb position peaked at $209K in Q1 2025.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.