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Chapman Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Chapman Financial Group’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 		$185K Sell
3,045
-347
-10% -$20.2K 0.13% 135
2025
Q4 		$183K Sell
3,392
-242
-7% -$11.6K 0.12% 133
2025
Q3 		$164K Sell
3,634
-3,303
-48% -$154K 0.11% 138
2025
Q2 		$321K Buy
+6,937
New +$341K 0.27% 82
2024
Q4 		$496K Buy
+8,767
New +$490K 0.4% 72

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

Chapman Financial Group's BMY Position: Q1 2026 in Review

Chapman Financial Group reduced its Bristol-Myers Squibb (BMY) stake by 10% in Q1 2026, selling an estimated $20.2K and leaving 3,045 shares worth $185K. The position accounts for 0.13% of the portfolio, ranked #135.

Chapman Financial Group first reported a position in BMY in Q4 2024 and has held it in 5 quarters since. The position peaked at $496K in Q4 2024. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Chapman Financial Group held 3,045 shares of Bristol-Myers Squibb worth $185K as of Q1 2026.
  • Chapman Financial Group sold 347 Bristol-Myers Squibb shares in Q1 2026, an estimated $20.2K.
  • Bristol-Myers Squibb made up 0.13% of Chapman Financial Group's portfolio in Q1 2026, its #135 holding.
  • Chapman Financial Group first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's Bristol-Myers Squibb position peaked at $496K in Q4 2024.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

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