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Cherry Creek Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Cherry Creek Investment Advisors’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 		$587K Buy
9,670
+67
+0.7% +$3.91K 0.25% 59
2025
Q4 		$518K Buy
9,603
+79
+0.8% +$3.8K 0.22% 66
2025
Q3 		$430K Sell
9,524
-923
-9% -$43.1K 0.19% 73
2025
Q2 		$484K Buy
10,447
+84
+0.8% +$4.12K 0.23% 65
2025
Q1 		$632K Buy
10,363
+97
+0.9% +$5.65K 0.33% 52
2024
Q4 		$581K Buy
10,266
+101
+1% +$5.64K 0.29% 52
2024
Q3 		$526K Buy
10,165
+183
+2% +$8.59K 0.27% 55
2024
Q2 		$415K Sell
9,982
-347
-3% -$15.5K 0.22% 69
2024
Q1 		$560K Sell
10,329
-14,872
-59% -$758K 0.3% 54
2023
Q4 		$1.29M Sell
25,201
-1,890
-7% -$99.2K 0.79% 30
2023
Q3 		$1.57M Sell
27,091
-1,183
-4% -$72.5K 1.07% 23
2023
Q2 		$1.81M Buy
28,274
+166
+0.6% +$11.1K 1.22% 21
2023
Q1 		$1.95M Buy
28,108
+210
+0.8% +$14.8K 1.43% 19
2022
Q4 		$2.01M Buy
27,898
+414
+2% +$31.2K 1.56% 18
2022
Q3 		$1.95M Buy
27,484
+189
+0.7% +$13.7K 1.62% 16
2022
Q2 		$2.1M Buy
27,295
+137
+0.5% +$10.4K 1.7% 17
2022
Q1 		$1.98M Buy
27,158
+315
+1% +$21.1K 1.31% 22
2021
Q4 		$1.67M Buy
26,843
+557
+2% +$32.7K 1.04% 29
2021
Q3 		$1.55M Sell
26,286
-405
-2% -$26.7K 1.04% 31
2021
Q2 		$1.78M Buy
+26,691
New +$1.74M 1.17% 26

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

Cherry Creek Investment Advisors's BMY Position: Q1 2026 in Review

Cherry Creek Investment Advisors increased its Bristol-Myers Squibb (BMY) stake by 0.7% in Q1 2026, buying an estimated $3.91K and bringing the position to 9,670 shares worth $587K. The position accounts for 0.25% of the portfolio, ranked #59.

Cherry Creek Investment Advisors first reported a position in BMY in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.1M in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Cherry Creek Investment Advisors held 9,670 shares of Bristol-Myers Squibb worth $587K as of Q1 2026.
  • Cherry Creek Investment Advisors bought 67 Bristol-Myers Squibb shares in Q1 2026, an estimated $3.91K.
  • Bristol-Myers Squibb made up 0.25% of Cherry Creek Investment Advisors's portfolio in Q1 2026, its #59 holding.
  • Cherry Creek Investment Advisors first reported a position in Bristol-Myers Squibb in Q2 2021 and has held it in 20 quarters since.
  • Cherry Creek Investment Advisors's Bristol-Myers Squibb position peaked at $2.1M in Q2 2022.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.