CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

CAPTRUST Financial 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 		$121K Buy
+2,000
New +$117K ﹤0.01% 2781
2023
Q4 		– Sell
-5,000
Closed -$290 – 2680
2023
Q3 		$290 Buy
+5,000
New +$306K ﹤0.01% 2584

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

CAPTRUST Financial Advisors's BMY Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Bristol-Myers Squibb (BMY) stake by 25% in Q1 2026, buying an estimated $7.86M and bringing the position to 676,445 shares worth $41M. The position accounts for 0.07% of the portfolio, ranked #225.

CAPTRUST Financial Advisors first reported a position in BMY in Q3 2017 and has held it in 35 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • CAPTRUST Financial Advisors held 676,445 shares of Bristol-Myers Squibb worth $41M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 134,762 Bristol-Myers Squibb shares in Q1 2026, an estimated $7.86M.
  • Bristol-Myers Squibb made up 0.07% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #225 holding.
  • CAPTRUST Financial Advisors first reported a position in Bristol-Myers Squibb in Q3 2017 and has held it in 35 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.