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CBIZ Investment Advisory Services’s Bristol-Myers Squibb BMY Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-43
Closed -$2.33K – 454
2025
Q4 		$2.33K Sell
43
-152
-78% -$7.31K ﹤0.01% 620
2025
Q3 		$8.8K Sell
195
-414
-68% -$19.3K ﹤0.01% 360
2025
Q2 		$28.2K Buy
609
+28
+5% +$1.37K ﹤0.01% 208
2025
Q1 		$35.4K Buy
581
+231
+66% +$13.5K ﹤0.01% 144
2024
Q4 		$19.8K Buy
350
+310
+775% +$17.3K ﹤0.01% 215
2024
Q3 		$2.11K Buy
40
+10
+33% +$469 ﹤0.01% 340
2024
Q2 		$1.26K Hold
30
– – ﹤0.01% 351
2024
Q1 		$1.63K Buy
+30
New +$1.53K ﹤0.01% 312
2020
Q4 		– Hold
0
– – – 95
2020
Q3 		– Hold
0
– – – 97
2020
Q2 		– Hold
0
– – – 102
2020
Q1 		– Hold
0
– – – 166
2019
Q4 		– Hold
0
– – – 125

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

CBIZ Investment Advisory Services's BMY Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 43 shares — an estimated $2.33K sold.

CBIZ Investment Advisory Services first reported a position in BMY in Q1 2024 and held it in 8 quarters. The position peaked at $35.4K in Q1 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 43 Bristol-Myers Squibb shares in Q1 2026, an estimated $2.33K.
  • CBIZ Investment Advisory Services first reported a position in Bristol-Myers Squibb in Q1 2024 and held it in 8 quarters.
  • CBIZ Investment Advisory Services's Bristol-Myers Squibb position peaked at $35.4K in Q1 2025.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.