Catalyst Financial Partners’s Bristol-Myers Squibb BMY Stock Holding History

Catalyst Financial Partners’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	$596K	Buy	9,830 +538	+6%	+$31.4K	0.07%	170
2025 Q4	$501K	Buy	9,292 +1,992	+27%	+$95.8K	0.06%	173
2025 Q3	$329K	Sell	7,300 -653	-8%	-$30.5K	0.04%	226
2025 Q2	$368K	Sell	7,953 -398	-5%	-$19.5K	0.04%	204
2025 Q1	$509K	Buy	8,351 +642	+8%	+$37.4K	0.09%	144
2024 Q4	$436K	Buy	7,709 +1,490	+24%	+$83.3K	0.08%	156
2024 Q3	$322K	Buy	6,219 +1,259	+25%	+$59.1K	0.06%	191
2024 Q2	$206K	Sell	4,960 -1,621	-25%	-$72.5K	0.05%	237
2024 Q1	$315K	Buy	6,581 +637	+11%	+$32.5K	0.08%	164
2023 Q4	$305K	Sell	5,944 -1,628	-22%	-$85.5K	0.09%	162
2023 Q3	$439K	Buy	7,572 +1,382	+22%	+$84.7K	0.14%	109
2023 Q2	$396K	Buy	6,190 +189	+3%	+$12.7K	0.14%	106
2023 Q1	$416K	Buy	6,001 +145	+2%	+$10.2K	0.18%	83
2022 Q4	$421K	Buy	+5,856	New	+$442K	0.22%	70

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

Catalyst Financial Partners's BMY Position: Q1 2026 in Review

Catalyst Financial Partners increased its Bristol-Myers Squibb (BMY) stake by 5.8% in Q1 2026, buying an estimated $31.4K and bringing the position to 9,830 shares worth $596K. The position accounts for 0.07% of the portfolio, ranked #170.

Catalyst Financial Partners first reported a position in BMY in Q4 2022 and has held it in 14 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Catalyst Financial Partners held 9,830 shares of Bristol-Myers Squibb worth $596K as of Q1 2026.
Catalyst Financial Partners bought 538 Bristol-Myers Squibb shares in Q1 2026, an estimated $31.4K.
Bristol-Myers Squibb made up 0.07% of Catalyst Financial Partners's portfolio in Q1 2026, its #170 holding.
Catalyst Financial Partners first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 14 quarters since.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.