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Cherry Tree Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Cherry Tree Wealth Management’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
-800
Closed -$43.2K – 587
2025
Q4 		$43.2K Sell
800
-213
-21% -$10.2K 0.01% 280
2025
Q3 		$45.7K Hold
1,013
– – 0.01% 265
2025
Q2 		$46.9K Hold
1,013
– – 0.01% 261
2025
Q1 		$61.8K Hold
1,013
– – 0.01% 245
2024
Q4 		$57.3K Hold
1,013
– – 0.01% 246
2024
Q3 		$52.4K Hold
1,013
– – 0.01% 254
2024
Q2 		$42.1K Hold
1,013
– – 0.01% 262
2024
Q1 		$54.9K Hold
1,013
– – 0.01% 243
2023
Q4 		$52K Sell
1,013
-29
-3% -$1.52K 0.01% 239
2023
Q3 		$60.5K Hold
1,042
– – 0.02% 218
2023
Q2 		$66.6K Buy
+1,042
New +$69.9K 0.02% 213

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 Tree Wealth Management's BMY Position: Q1 2026 in Review

Cherry Tree Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 800 shares — an estimated $43.2K sold.

Cherry Tree Wealth Management first reported a position in BMY in Q2 2023 and held it in 11 quarters. The position peaked at $66.6K in Q2 2023. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Cherry Tree Wealth Management reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 800 Bristol-Myers Squibb shares in Q1 2026, an estimated $43.2K.
  • Cherry Tree Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2023 and held it in 11 quarters.
  • Cherry Tree Wealth Management's Bristol-Myers Squibb position peaked at $66.6K in Q2 2023.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.