Carson Wealth (CWM LLC)’s Bristol-Myers Squibb BMY Stock Holding History

Carson Wealth (CWM LLC)’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	$76.2M	Buy	1,256,734 +28,144	+2%	+$1.64M	0.2%	105
2025 Q4	$66.3M	Buy	1,228,590 +422,041	+52%	+$20.3M	0.18%	109
2025 Q3	$36.4M	Buy	806,549 +206,970	+35%	+$9.67M	0.11%	162
2025 Q2	$27.8M	Buy	599,579 +168	+0%	+$8.25K	0.1%	177
2025 Q1	$36.6M	Buy	599,411 +6,110	+1%	+$356K	0.15%	135
2024 Q4	$33.6M	Buy	593,301 +11,853	+2%	+$662K	0.14%	135
2024 Q3	$30.1M	Buy	581,448 +38,761	+7%	+$1.82M	0.13%	143
2024 Q2	$22.5M	Buy	542,687 +23,224	+4%	+$1.04M	0.11%	182
2024 Q1	$28.2M	Buy	519,463 +30,921	+6%	+$1.58M	0.14%	150
2023 Q4	$25.1M	Sell	488,542 -46,123	-9%	-$2.42M	0.13%	152
2023 Q3	$31M	Buy	534,665 +39,634	+8%	+$2.43M	0.19%	108
2023 Q2	$31.7M	Sell	495,031 -13,052	-3%	-$875K	0.2%	97
2023 Q1	$35.2M	Buy	508,083 +17,681	+4%	+$1.25M	0.24%	84
2022 Q4	$35.3M	Buy	490,402 +29,292	+6%	+$2.21M	0.26%	79
2022 Q3	$32.8M	Buy	461,110 +11,071	+2%	+$803K	0.26%	71
2022 Q2	$34.7M	Buy	450,039 +15,597	+4%	+$1.19M	0.27%	73
2022 Q1	$31.7M	Buy	434,442 +317,813	+272%	+$21.3M	0.23%	83
2021 Q4	$7.27M	Buy	+116,629	New	+$6.84M	0.05%	257
2021 Q2	$2.06M	Hold	30,837	–	–	0.02%	418
2021 Q1	$2.06M	Hold	30,837	–	–	0.02%	418
2020 Q4	$2.06M	Hold	30,837	–	–	0.02%	418
2020 Q3	$2.06M	Hold	30,837	–	–	0.02%	418
2020 Q2	$2.06M	Hold	30,837	–	–	0.02%	418
2020 Q1	$2.06M	Hold	30,837	–	–	0.02%	418
2019 Q4	$2.06M	Hold	30,837	–	–	0.02%	418
2019 Q3	$2.06M	Hold	30,837	–	–	0.02%	418
2019 Q2	$2.06M	Hold	30,837	–	–	0.02%	418
2019 Q1	$2.06M	Sell	30,837 -14,928	-33%	-$744K	0.02%	418
2018 Q4	$2.38M	Sell	45,765 -3,610	-7%	-$194K	0.06%	263
2018 Q3	$3.06M	Buy	49,375 +14,013	+40%	+$832K	0.08%	222
2018 Q2	$1.96M	Buy	35,362 +1,691	+5%	+$91.3K	0.06%	217
2018 Q1	$2.13M	Sell	33,671 -2,540	-7%	-$163K	0.08%	168
2017 Q4	$2.22M	Sell	36,211 -4,418	-11%	-$276K	0.1%	155
2017 Q3	$2.59M	Sell	40,629 -5,939	-13%	-$347K	0.12%	130
2017 Q2	$2.6M	Sell	46,568 -5,576	-11%	-$303K	0.13%	122
2017 Q1	$2.84M	Sell	52,144 -39,821	-43%	-$2.18M	0.16%	117
2016 Q4	$5.37M	Buy	91,965 +10,742	+13%	+$587K	0.33%	81
2016 Q3	$4.38M	Buy	81,223 +76,469	+1,609%	+$4.91M	0.3%	97
2016 Q2	$350K	Buy	4,754 +5	+0.1%	+$353	0.03%	215
2016 Q1	$303K	Buy	4,749 +91	+2%	+$5.74K	0.03%	209
2015 Q4	$320K	Sell	4,658 -515	-10%	-$34K	0.03%	197
2015 Q3	$306K	Buy	5,173 +74	+1%	+$4.69K	0.03%	189
2015 Q2	$339K	Sell	5,099 -1,235	-19%	-$81.4K	0.03%	150
2015 Q1	$409K	Sell	6,334 -7,422	-54%	-$465K	0.04%	150
2014 Q4	$812K	Buy	+13,756	New	+$776K	0.1%	134
2014 Q2	–	Sell	-4,673	Closed	-$243K	–	180
2014 Q1	$243K	Buy	4,673 +1,360	+41%	+$72.4K	0.03%	127
2013 Q4	$176K	Buy	3,313 +1,619	+96%	+$82.5K	0.03%	165
2013 Q3	$78K	Buy	+1,694	New	+$74.4K	0.02%	163

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

Carson Wealth (CWM LLC)'s BMY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Bristol-Myers Squibb (BMY) stake by 2.3% in Q1 2026, buying an estimated $1.64M and bringing the position to 1,256,734 shares worth $76.2M. The position accounts for 0.2% of the portfolio, ranked #105.

Carson Wealth (CWM LLC) first reported a position in BMY in Q3 2013 and has held it in 48 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Carson Wealth (CWM LLC) held 1,256,734 shares of Bristol-Myers Squibb worth $76.2M as of Q1 2026.
Carson Wealth (CWM LLC) bought 28,144 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.64M.
Bristol-Myers Squibb made up 0.2% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #105 holding.
Carson Wealth (CWM LLC) first reported a position in Bristol-Myers Squibb in Q3 2013 and has held it in 48 quarters since.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.