Carson Wealth (CWM LLC)
BMY icon

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
2014
Q1 		– Sell
-8
Closed -$1K – 190
2013
Q4 		$1K Buy
+8
New +$408 ﹤0.01% 605

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

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.