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Capital Performance Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Capital Performance Advisors’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 		$1.38M Buy
22,776
+1,580
+7% +$92.1K 0.09% 97
2025
Q4 		$1.14M Buy
21,196
+14,965
+240% +$720K 0.08% 107
2025
Q3 		$281K Buy
6,231
+1,618
+35% +$75.6K 0.05% 228
2025
Q2 		$214K Sell
4,613
-2,385
-34% -$117K 0.04% 239
2025
Q1 		$427K Buy
6,998
+812
+13% +$47.3K 0.09% 121
2024
Q4 		$350K Buy
6,186
+1,225
+25% +$68.4K 0.11% 81
2024
Q3 		$257K Buy
+4,961
New +$233K 0.08% 91

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

Capital Performance Advisors's BMY Position: Q1 2026 in Review

Capital Performance Advisors increased its Bristol-Myers Squibb (BMY) stake by 7.5% in Q1 2026, buying an estimated $92.1K and bringing the position to 22,776 shares worth $1.38M. The position accounts for 0.09% of the portfolio, ranked #97.

Capital Performance Advisors first reported a position in BMY in Q3 2024 and has held it in 7 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Capital Performance Advisors held 22,776 shares of Bristol-Myers Squibb worth $1.38M as of Q1 2026.
  • Capital Performance Advisors bought 1,580 Bristol-Myers Squibb shares in Q1 2026, an estimated $92.1K.
  • Bristol-Myers Squibb made up 0.09% of Capital Performance Advisors's portfolio in Q1 2026, its #97 holding.
  • Capital Performance Advisors first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 7 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.